RWB
RMR Wealth Builders’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
4,671
-227
| -5% | -$14.9K | 0.03% | 223 |
|
|
2025
Q1 | $320K | Buy |
4,898
+209
| +4% | +$13.7K | 0.03% | 194 |
|
|
2024
Q4 | $320K | Buy |
4,689
+18
| +0.4% | +$1.23K | 0.03% | 200 |
|
|
2024
Q3 | $420K | Hold |
4,671
| – | – | 0.04% | 171 |
|
|
2024
Q2 | $382K | Hold |
4,671
| – | – | 0.04% | 175 |
|
|
2024
Q1 | $418K | Hold |
4,671
| – | – | 0.05% | 168 |
|
|
2023
Q4 | $385K | Hold |
4,671
| – | – | 0.05% | 168 |
|
|
2023
Q3 | $309K | Hold |
4,671
| – | – | 0.05% | 182 |
|
|
2023
Q2 | $340K | Hold |
4,671
| – | – | 0.06% | 156 |
|
|
2023
Q1 | $323K | Hold |
4,671
| – | – | 0.06% | 159 |
|
|
2022
Q4 | $267K | Hold |
4,671
| – | – | 0.06% | 155 |
|
|
2022
Q3 | $227K | Buy |
+4,671
| New | +$227K | 0.06% | 167 |
|
|
2021
Q3 | – | Sell |
-3,042
| Closed | -$219K | – | 189 |
|
|
2021
Q2 | $219K | Hold |
3,042
| – | – | 0.07% | 162 |
|
|
2021
Q1 | $206K | Hold |
3,042
| – | – | 0.05% | 187 |
|
|
2020
Q4 | $167K | Buy |
+3,042
| New | +$167K | 0.08% | 167 |
|
|
2020
Q3 | – | Sell |
-3,042
| Closed | -$143K | – | 237 |
|
|
2020
Q2 | $143K | Buy |
+3,042
| New | +$143K | 0.13% | 137 |
|
|
2019
Q4 | $145K | Buy |
+3,042
| New | +$145K | 0.14% | 138 |
|