GWM
Geneos Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12
| Closed | -$784 | – | 3115 |
|
|
2025
Q1 | $784 | Sell |
12
-25
| -68% | -$1.63K | ﹤0.01% | 3058 |
|
|
2024
Q4 | $2.52K | Sell |
37
-12
| -24% | -$819 | ﹤0.01% | 2531 |
|
|
2024
Q3 | $4.4K | Buy |
+49
| New | +$4.4K | ﹤0.01% | 2108 |
|
|
2023
Q2 | – | Sell |
-2,700
| Closed | -$187K | – | 2071 |
|
|
2023
Q1 | $187K | Hold |
2,700
| – | – | 0.01% | 668 |
|
|
2022
Q4 | $155K | Hold |
2,700
| – | – | 0.01% | 705 |
|
|
2022
Q3 | $131K | Hold |
2,700
| – | – | 0.01% | 722 |
|
|
2022
Q2 | $151K | Sell |
2,700
-200
| -7% | -$11.2K | 0.01% | 850 |
|
|
2022
Q1 | $185K | Buy |
2,900
+2,685
| +1,249% | +$171K | 0.01% | 835 |
|
|
2021
Q4 | $18K | Hold |
215
| – | – | ﹤0.01% | 1925 |
|
|
2021
Q3 | $13K | Buy |
215
+15
| +8% | +$907 | ﹤0.01% | 2103 |
|
|
2021
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 2070 |
|
|
2021
Q1 | $13K | Sell |
200
-56
| -22% | -$3.64K | ﹤0.01% | 2255 |
|
|
2020
Q4 | $13K | Buy |
256
+56
| +28% | +$2.84K | ﹤0.01% | 2107 |
|
|
2020
Q3 | $10K | Buy |
200
+100
| +100% | +$5K | ﹤0.01% | 1934 |
|
|
2020
Q2 | $4K | Sell |
100
-3
| -3% | -$120 | ﹤0.01% | 2187 |
|
|
2020
Q1 | $3K | Sell |
103
-681
| -87% | -$19.8K | ﹤0.01% | 2149 |
|
|
2019
Q4 | $37K | Buy |
784
+100
| +15% | +$4.72K | ﹤0.01% | 1406 |
|
|
2019
Q3 | $32K | Buy |
684
+54
| +9% | +$2.53K | ﹤0.01% | 1385 |
|
|
2019
Q2 | $29K | Sell |
630
-334
| -35% | -$15.4K | ﹤0.01% | 1444 |
|
|
2019
Q1 | $51K | Buy |
964
+20
| +2% | +$1.06K | ﹤0.01% | 1121 |
|
|
2018
Q4 | $40K | Sell |
944
-69
| -7% | -$2.92K | ﹤0.01% | 1200 |
|
|
2018
Q3 | $54K | Hold |
1,013
| – | – | ﹤0.01% | 1139 |
|
|
2018
Q2 | $59K | Hold |
1,013
| – | – | ﹤0.01% | 968 |
|
|
2018
Q1 | $64K | Sell |
1,013
-200
| -16% | -$12.6K | 0.01% | 905 |
|
|
2017
Q4 | $74K | Hold |
1,213
| – | – | 0.01% | 852 |
|
|
2017
Q3 | $72K | Sell |
1,213
-97
| -7% | -$5.76K | 0.01% | 813 |
|
|
2017
Q2 | $73K | Sell |
1,310
-125
| -9% | -$6.97K | 0.01% | 788 |
|
|
2017
Q1 | $73K | Sell |
1,435
-115
| -7% | -$5.85K | 0.01% | 756 |
|
|
2016
Q4 | $73K | Buy |
1,550
+775
| +100% | +$36.5K | 0.01% | 698 |
|
|
2016
Q3 | $76K | Sell |
775
-53
| -6% | -$5.2K | 0.01% | 669 |
|
|
2016
Q2 | $72K | Buy |
828
+207
| +33% | +$18K | 0.01% | 684 |
|
|
2016
Q1 | $48K | Buy |
+621
| New | +$48K | 0.01% | 809 |
|