TriaGen Wealth Management’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,848
Closed -$784K 161
2023
Q3
$784K Buy
+11,848
New +$784K 0.4% 63