Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.45K | Sell |
22
-12
| -35% | -$865 | ﹤0.01% | 2088 |
|
|
2025
Q4 | $2.27K | Buy |
34
+11
| +48% | +$743 | ﹤0.01% | 2071 |
|
|
2025
Q3 | $1.69K | Sell |
23
-35
| -60% | -$2.5K | ﹤0.01% | 2193 |
|
|
2025
Q2 | $3.8K | Buy |
58
+24
| +71% | +$1.57K | ﹤0.01% | 2029 |
|
|
2025
Q1 | $2.22K | Buy |
+34
| New | +$2.3K | ﹤0.01% | 2261 |
|
|
2024
Q4 | – | Sell |
-6
| Closed | -$539 | – | 2444 |
|
|
2024
Q3 | $539 | Buy |
+6
| New | +$497 | ﹤0.01% | 2144 |
|
|
2024
Q2 | – | Sell |
-1,577
| Closed | -$141K | – | 2209 |
|
|
2024
Q1 | $141K | Sell |
1,577
-58
| -4% | -$4.78K | ﹤0.01% | 888 |
|
|
2023
Q4 | $133K | Sell |
1,635
-433
| -21% | -$31.9K | ﹤0.01% | 907 |
|
|
2023
Q3 | $137K | Buy |
2,068
+1
| +0% | +$71 | 0.01% | 832 |
|
|
2023
Q2 | $150K | Buy |
2,067
+2
| +0.1% | +$137 | 0.01% | 819 |
|
|
2023
Q1 | $143K | Buy |
2,065
+1,653
| +401% | +$107K | 0.01% | 843 |
|
|
2022
Q4 | $24K | Sell |
412
-1,591
| -79% | -$88.9K | ﹤0.01% | 1290 |
|
|
2022
Q3 | $97K | Sell |
2,003
-997
| -33% | -$57.3K | 0.01% | 716 |
|
|
2022
Q2 | $164K | Sell |
3,000
-1,000
| -25% | -$60K | 0.01% | 835 |
|
|
2022
Q1 | $256K | Sell |
4,000
-561
| -12% | -$40.8K | 0.01% | 783 |
|
|
2021
Q4 | $392K | Buy |
4,561
+561
| +14% | +$42.8K | 0.01% | 789 |
|
|
2021
Q3 | $244K | Sell |
4,000
-57
| -1% | -$3.98K | 0.01% | 844 |
|
|
2021
Q2 | $292K | Sell |
4,057
-806
| -17% | -$55.6K | 0.01% | 783 |
|
|
2021
Q1 | $330K | Buy |
+4,863
| New | +$296K | 0.01% | 811 |
|
Other funds holding AOS
VCM
VPM
