Principia Wealth Advisory’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$787 Buy
12
+8
+200% +$525 ﹤0.01% 629
2025
Q1
$250 Buy
4
+2
+100% +$125 ﹤0.01% 742
2024
Q4
$136 Buy
+2
New +$136 ﹤0.01% 753