Integrated Wealth Concepts’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
+6,568
| New | +$431K | ﹤0.01% | 1357 |
|
|
2025
Q1 | – | Sell |
-4,716
| Closed | -$322K | – | 1745 |
|
|
2024
Q4 | $322K | Buy |
4,716
+1,513
| +47% | +$103K | ﹤0.01% | 1329 |
|
|
2024
Q3 | $288K | Sell |
3,203
-123
| -4% | -$11K | ﹤0.01% | 1371 |
|
|
2024
Q2 | $272K | Buy |
3,326
+47
| +1% | +$3.84K | ﹤0.01% | 1367 |
|
|
2024
Q1 | $293K | Buy |
3,279
+65
| +2% | +$5.82K | ﹤0.01% | 1331 |
|
|
2023
Q4 | $265K | Sell |
3,214
-18
| -0.6% | -$1.48K | ﹤0.01% | 1325 |
|
|
2023
Q3 | $214K | Sell |
3,232
-475
| -13% | -$31.4K | ﹤0.01% | 1381 |
|
|
2023
Q2 | $270K | Buy |
+3,707
| New | +$270K | ﹤0.01% | 1278 |
|
|
2020
Q1 | – | Sell |
-4,386
| Closed | -$209K | – | 416 |
|
|
2019
Q4 | $209K | Buy |
+4,386
| New | +$209K | 0.02% | 449 |
|
|
2019
Q3 | – | Sell |
-4,612
| Closed | -$218K | – | 423 |
|
|
2019
Q2 | $218K | Buy |
4,612
+461
| +11% | +$21.8K | 0.03% | 346 |
|
|
2019
Q1 | $221K | Buy |
+4,151
| New | +$221K | 0.04% | 297 |
|