RWM
Revisor Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Buy |
8,106
+839
| +12% | +$59K | 0.21% | 113 |
|
|
2025
Q1 | $475K | Buy |
7,267
+4,265
| +142% | +$279K | 0.21% | 115 |
|
|
2024
Q4 | $204K | Sell |
3,002
-1,081
| -26% | -$73.5K | 0.19% | 120 |
|
|
2024
Q3 | $367K | Buy |
4,083
+132
| +3% | +$11.9K | 0.23% | 105 |
|
|
2024
Q2 | $323K | Sell |
3,951
-3,260
| -45% | -$267K | 0.22% | 105 |
|
|
2024
Q1 | $620K | Buy |
7,211
+3,799
| +111% | +$327K | 0.28% | 90 |
|
|
2023
Q4 | $281K | Sell |
3,412
-463
| -12% | -$38.2K | 0.32% | 84 |
|
|
2023
Q3 | $256K | Buy |
3,875
+74
| +2% | +$4.89K | 0.22% | 127 |
|
|
2023
Q2 | $277K | Sell |
3,801
-521
| -12% | -$37.9K | 0.25% | 119 |
|
|
2023
Q1 | $299K | Buy |
+4,322
| New | +$299K | 0.27% | 99 |
|