FAM
Formidable Asset Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,500
| Closed | -$726K | – | 295 |
|
|
2023
Q1 | $726K | Buy |
10,500
+2,334
| +29% | +$161K | 0.15% | 127 |
|
|
2022
Q4 | $467K | Hold |
8,166
| – | – | 0.11% | 173 |
|
|
2022
Q3 | $397K | Buy |
8,166
+194
| +2% | +$9.43K | 0.09% | 183 |
|
|
2022
Q2 | $436K | Buy |
7,972
+2,892
| +57% | +$158K | 0.1% | 188 |
|
|
2022
Q1 | $325K | Buy |
5,080
+316
| +7% | +$20.2K | 0.06% | 249 |
|
|
2021
Q4 | $409K | Sell |
4,764
-2,418
| -34% | -$208K | 0.08% | 208 |
|
|
2021
Q3 | $439K | Buy |
+7,182
| New | +$439K | 0.08% | 217 |
|