RMR Wealth Builders’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $320K | Buy |
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|
2024
Q3 | $420K | Hold |
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|
2024
Q2 | $382K | Hold |
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|
2024
Q1 | $418K | Hold |
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|
2023
Q4 | $385K | Hold |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $323K | Hold |
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|
2022
Q4 | $267K | Hold |
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|
2022
Q3 | $227K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $206K | Hold |
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|
2020
Q4 | $167K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $143K | Buy |
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|
2019
Q4 | $145K | Buy |
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