Integrated Advisors Network’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-37,687
| Closed | -$3.37M | – | 679 |
|
|
2024
Q1 | $3.37M | Sell |
37,687
-411
| -1% | -$36.8K | 0.17% | 161 |
|
|
2023
Q4 | $3.14M | Buy |
+38,098
| New | +$3.14M | 0.18% | 157 |
|
|
2021
Q3 | – | Sell |
-10,873
| Closed | -$784K | – | 605 |
|
|
2021
Q2 | $784K | Buy |
10,873
+993
| +10% | +$71.6K | 0.06% | 270 |
|
|
2021
Q1 | $668K | Buy |
9,880
+5,082
| +106% | +$344K | 0.06% | 274 |
|
|
2020
Q4 | $263K | Buy |
4,798
+1
| +0% | +$55 | 0.03% | 419 |
|
|
2020
Q3 | $253K | Buy |
+4,797
| New | +$253K | 0.03% | 367 |
|