TW
Trajan Wealth’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Sell |
3,178
-490
| -13% | -$32.1K | 0.01% | 140 |
|
|
2025
Q1 | $240K | Buy |
3,668
+263
| +8% | +$17.2K | 0.01% | 133 |
|
|
2024
Q4 | $232K | Buy |
3,405
+332
| +11% | +$22.6K | 0.01% | 149 |
|
|
2024
Q3 | $276K | Buy |
3,073
+222
| +8% | +$19.9K | 0.02% | 135 |
|
|
2024
Q2 | $233K | Sell |
2,851
-186
| -6% | -$15.2K | 0.02% | 143 |
|
|
2024
Q1 | $272K | Buy |
+3,037
| New | +$272K | 0.02% | 142 |
|