GWM
Gitterman 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 | $93.4K | Buy |
+1,424
| New | +$93.4K | 0.02% | 254 |
|
|
2024
Q4 | – | Sell |
-3,755
| Closed | -$337K | – | 133 |
|
|
2024
Q3 | $337K | Sell |
3,755
-299
| -7% | -$26.9K | 0.14% | 49 |
|
|
2024
Q2 | $332K | Buy |
+4,054
| New | +$332K | 0.13% | 47 |
|
|
2024
Q1 | – | Sell |
-5,071
| Closed | -$418K | – | 103 |
|
|
2023
Q4 | $418K | Buy |
+5,071
| New | +$418K | 0.19% | 28 |
|