GFPC
Global Financial Private Client’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-45
| Closed | -$2.94K | – | 304 |
|
|
2025
Q1 | $2.94K | Buy |
45
+9
| +25% | +$588 | ﹤0.01% | 775 |
|
|
2024
Q4 | $2.46K | Buy |
36
+6
| +20% | +$409 | ﹤0.01% | 707 |
|
|
2024
Q3 | $2.7K | Hold |
30
| – | – | ﹤0.01% | 696 |
|
|
2024
Q2 | $2.45K | Hold |
30
| – | – | ﹤0.01% | 559 |
|
|
2024
Q1 | $2.67K | Hold |
30
| – | – | ﹤0.01% | 568 |
|
|
2023
Q4 | $2.47K | Hold |
30
| – | – | ﹤0.01% | 570 |
|
|
2023
Q3 | $1.98K | Hold |
30
| – | – | ﹤0.01% | 575 |
|
|
2023
Q2 | $2.17K | Hold |
30
| – | – | ﹤0.01% | 573 |
|
|
2023
Q1 | $2.07K | Hold |
30
| – | – | ﹤0.01% | 574 |
|
|
2022
Q4 | $1.72K | Hold |
30
| – | – | ﹤0.01% | 573 |
|
|
2022
Q3 | $1.52K | Hold |
30
| – | – | ﹤0.01% | 547 |
|
|
2022
Q2 | $1.68K | Hold |
30
| – | – | ﹤0.01% | 535 |
|
|
2022
Q1 | $1.98K | Hold |
30
| – | – | ﹤0.01% | 538 |
|
|
2021
Q4 | $2.58K | Hold |
30
| – | – | ﹤0.01% | 507 |
|
|
2021
Q3 | $1.85K | Hold |
30
| – | – | ﹤0.01% | 476 |
|
|
2021
Q2 | $2.16K | Hold |
30
| – | – | ﹤0.01% | 473 |
|
|
2021
Q1 | $2.04K | Hold |
30
| – | – | ﹤0.01% | 433 |
|
|
2020
Q4 | $1.65K | Hold |
30
| – | – | ﹤0.01% | 440 |
|
|
2020
Q3 | $1.61K | Hold |
30
| – | – | ﹤0.01% | 420 |
|
|
2020
Q2 | $1.39K | Hold |
30
| – | – | ﹤0.01% | 470 |
|
|
2020
Q1 | $1.07K | Hold |
30
| – | – | ﹤0.01% | 490 |
|
|
2019
Q4 | $1.43K | Buy |
+30
| New | +$1.43K | ﹤0.01% | 505 |
|