Sequoia Financial Advisors’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$386K Buy
+5,888
New +$386K ﹤0.01% 1121
2024
Q1
Sell
-3,072
Closed -$253K 1150
2023
Q4
$253K Buy
+3,072
New +$253K ﹤0.01% 998