SAI
Savvy Advisors Inc’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
4,089
+35
| +0.9% | +$2.3K | 0.02% | 518 |
|
|
2025
Q1 | $265K | Buy |
4,054
+29
| +0.7% | +$1.9K | 0.03% | 417 |
|
|
2024
Q4 | $275K | Sell |
4,025
-59
| -1% | -$4.02K | 0.03% | 359 |
|
|
2024
Q3 | $367K | Sell |
4,084
-16
| -0.4% | -$1.44K | 0.07% | 225 |
|
|
2024
Q2 | $335K | Buy |
4,100
+200
| +5% | +$16.4K | 0.11% | 198 |
|
|
2024
Q1 | $349K | Sell |
3,900
-200
| -5% | -$17.9K | 0.2% | 142 |
|
|
2023
Q4 | $338K | Buy |
+4,100
| New | +$338K | 0.33% | 95 |
|