Integrated Wealth Concepts’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $322K | Buy |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $214K | Sell |
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|
2023
Q2 | $270K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $218K | Buy |
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|
2019
Q1 | $221K | Buy |
|