Pinnacle Wealth Planning Services’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,006
| Closed | -$360K | – | 401 |
|
|
2024
Q3 | $360K | Buy |
4,006
+28
| +0.7% | +$2.52K | 0.05% | 252 |
|
|
2024
Q2 | $325K | Sell |
3,978
-29
| -0.7% | -$2.37K | 0.05% | 269 |
|
|
2024
Q1 | $358K | Buy |
4,007
+1,372
| +52% | +$123K | 0.05% | 255 |
|
|
2023
Q4 | $217K | Buy |
+2,635
| New | +$217K | 0.03% | 373 |
|
|
2021
Q1 | – | Sell |
-1,024
| Closed | -$56K | – | 428 |
|
|
2020
Q4 | $56K | Buy |
+1,024
| New | +$56K | 0.01% | 731 |
|