Janiczek Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $20.4K | Hold |
250
| – | – | ﹤0.01% | 557 |
|
|
2024
Q1 | $22.4K | Hold |
250
| – | – | ﹤0.01% | 550 |
|
|
2023
Q4 | $20.6K | Hold |
250
| – | – | 0.01% | 538 |
|
|
2023
Q3 | $16.5K | Hold |
250
| – | – | ﹤0.01% | 548 |
|
|
2023
Q2 | $18.2K | Hold |
250
| – | – | 0.01% | 475 |
|
|
2023
Q1 | $16.8K | Hold |
250
| – | – | ﹤0.01% | 480 |
|
|
2022
Q4 | $15.4K | Sell |
250
-5
| -2% | -$307 | ﹤0.01% | 489 |
|
|
2022
Q3 | $13K | Sell |
255
-75
| -23% | -$3.82K | ﹤0.01% | 501 |
|
|
2022
Q2 | $21K | Buy |
330
+101
| +44% | +$6.43K | 0.01% | 460 |
|
|
2022
Q1 | $15K | Sell |
229
-12
| -5% | -$786 | ﹤0.01% | 498 |
|
|
2021
Q4 | $21K | Sell |
241
-31
| -11% | -$2.7K | 0.01% | 466 |
|
|
2021
Q3 | $17K | Buy |
272
+20
| +8% | +$1.25K | 0.01% | 480 |
|
|
2021
Q2 | $18K | Buy |
252
+42
| +20% | +$3K | 0.01% | 448 |
|
|
2021
Q1 | $14K | Buy |
210
+53
| +34% | +$3.53K | 0.01% | 464 |
|
|
2020
Q4 | $9K | Buy |
157
+100
| +175% | +$5.73K | ﹤0.01% | 485 |
|
|
2020
Q3 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 421 |
|