Gen-Wealth Partners’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 | $496K | Sell |
7,563
-86
| -1% | -$5.64K | 0.19% | 138 |
|
|
2025
Q1 | $500K | Buy |
7,649
+286
| +4% | +$18.7K | 0.21% | 133 |
|
|
2024
Q4 | $502K | Buy |
7,363
+1,101
| +18% | +$75.1K | 0.22% | 134 |
|
|
2024
Q3 | $475K | Buy |
6,262
+218
| +4% | +$16.6K | 0.21% | 139 |
|
|
2024
Q2 | $494K | Buy |
6,044
+464
| +8% | +$37.9K | 0.24% | 104 |
|
|
2024
Q1 | $499K | Buy |
+5,580
| New | +$499K | 0.25% | 100 |
|