JFS Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6K | Buy |
208
+5
| +2% | +$328 | ﹤0.01% | 766 |
|
|
2025
Q1 | $13.3K | Sell |
203
-13
| -6% | -$850 | ﹤0.01% | 780 |
|
|
2024
Q4 | $14.7K | Hold |
216
| – | – | ﹤0.01% | 732 |
|
|
2024
Q3 | $19.4K | Buy |
216
+3
| +1% | +$269 | ﹤0.01% | 651 |
|
|
2024
Q2 | $17.4K | Hold |
213
| – | – | ﹤0.01% | 633 |
|
|
2024
Q1 | $19.1K | Hold |
213
| – | – | ﹤0.01% | 637 |
|
|
2023
Q4 | $17.6K | Hold |
213
| – | – | ﹤0.01% | 615 |
|
|
2023
Q3 | $14.1K | Hold |
213
| – | – | ﹤0.01% | 623 |
|
|
2023
Q2 | $15.5K | Sell |
213
-14
| -6% | -$1.02K | ﹤0.01% | 597 |
|
|
2023
Q1 | $15.7K | Buy |
227
+23
| +11% | +$1.59K | ﹤0.01% | 585 |
|
|
2022
Q4 | $11.7K | Buy |
204
+42
| +26% | +$2.4K | ﹤0.01% | 653 |
|
|
2022
Q3 | $8K | Sell |
162
-92
| -36% | -$4.54K | ﹤0.01% | 787 |
|
|
2022
Q2 | $14K | Buy |
254
+59
| +30% | +$3.25K | ﹤0.01% | 658 |
|
|
2022
Q1 | $12K | Buy |
195
+158
| +427% | +$9.72K | ﹤0.01% | 729 |
|
|
2021
Q4 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 906 |
|