Focus Partners Wealth’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$419K Buy
6,387
+1,152
+22% +$75.5K ﹤0.01% 1520
2025
Q1
$342K Sell
5,235
-371
-7% -$24.2K ﹤0.01% 1497
2024
Q4
$382K Buy
5,606
+2,907
+108% +$198K ﹤0.01% 1431
2024
Q3
$242K Buy
+2,699
New +$242K ﹤0.01% 1372