GeoWealth Management’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 | $209K | Sell |
3,189
-118
| -4% | -$7.74K | 0.01% | 647 |
|
|
2025
Q1 | $216K | Buy |
3,307
+2,243
| +211% | +$147K | 0.01% | 642 |
|
|
2024
Q4 | $72.6K | Sell |
1,064
-68
| -6% | -$4.64K | ﹤0.01% | 1046 |
|
|
2024
Q3 | $102K | Sell |
1,132
-143
| -11% | -$12.8K | ﹤0.01% | 892 |
|
|
2024
Q2 | $104K | Sell |
1,275
-40
| -3% | -$3.27K | ﹤0.01% | 770 |
|
|
2024
Q1 | $118K | Buy |
1,315
+67
| +5% | +$5.99K | ﹤0.01% | 758 |
|
|
2023
Q4 | $103K | Buy |
+1,248
| New | +$103K | 0.01% | 586 |
|