OWP
ORG 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 | $80.4K | Sell |
1,194
-40
| -3% | -$2.69K | 0.02% | 277 |
|
|
2025
Q1 | $80.9K | Sell |
1,234
-4,411
| -78% | -$289K | 0.02% | 306 |
|
|
2024
Q4 | $385K | Sell |
5,645
-1,343
| -19% | -$91.6K | 0.12% | 83 |
|
|
2024
Q3 | $628K | Buy |
+6,988
| New | +$628K | 0.21% | 55 |
|