SWC
AOS icon

Spectrum Wealth Counsel’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-31,790
Closed -$2.6M 386
2024
Q2
$2.6M Sell
31,790
-2,384
-7% -$195K 0.33% 58
2024
Q1
$3.06M Sell
34,174
-20
-0.1% -$1.79K 0.37% 62
2023
Q4
$2.82M Buy
+34,194
New +$2.82M 0.39% 61