LCWP
Legacy Capital Wealth Partners’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
3,972
+171
| +4% | +$11.2K | 0.06% | 321 |
|
|
2025
Q1 | $248K | Buy |
+3,801
| New | +$248K | 0.06% | 314 |
|
|
2024
Q4 | – | Sell |
-2,437
| Closed | -$219K | – | 341 |
|
|
2024
Q3 | $219K | Sell |
2,437
-345
| -12% | -$31K | 0.04% | 328 |
|
|
2024
Q2 | $228K | Buy |
+2,782
| New | +$228K | 0.06% | 275 |
|
|
2024
Q1 | – | Sell |
-2,800
| Closed | -$231K | – | 128 |
|
|
2023
Q4 | $231K | Buy |
+2,800
| New | +$231K | 0.07% | 257 |
|