MWM
AOS icon

Mascoma Wealth Management’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-830
Closed -$56.6K 500
2024
Q4
$56.6K Hold
830
0.01% 184
2024
Q3
$74.6K Sell
830
-25
-3% -$2.25K 0.02% 163
2024
Q2
$69.9K Buy
+855
New +$69.9K 0.02% 160