Laurel Wealth Advisors (North Carolina)’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-211
| Closed | -$13.8K | – | 701 |
|
|
2025
Q1 | $13.8K | Hold |
211
| – | – | ﹤0.01% | 445 |
|
|
2024
Q4 | $14.4K | Hold |
211
| – | – | ﹤0.01% | 449 |
|
|
2024
Q3 | $19K | Hold |
211
| – | – | ﹤0.01% | 411 |
|
|
2024
Q2 | $17.3K | Hold |
211
| – | – | ﹤0.01% | 383 |
|
|
2024
Q1 | $18.9K | Buy |
+211
| New | +$18.9K | ﹤0.01% | 383 |
|
|
2019
Q1 | – | Sell |
-114
| Closed | -$5K | – | 490 |
|
|
2018
Q4 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 400 |
|