IHT Wealth Management’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,679
Closed -$330K 1084
2024
Q3
$330K Buy
3,679
+864
+31% +$77.4K 0.01% 878
2024
Q2
$230K Sell
2,815
-99
-3% -$8.1K 0.01% 897
2024
Q1
$261K Buy
+2,914
New +$261K 0.01% 847