True Wealth Design’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2K | Buy |
445
+444
| +44,400% | +$29.1K | 0.01% | 304 |
|
|
2025
Q1 | $66 | Sell |
1
-6
| -86% | -$396 | ﹤0.01% | 2314 |
|
|
2024
Q4 | $478 | Sell |
7
-3
| -30% | -$205 | ﹤0.01% | 1103 |
|
|
2024
Q3 | $899 | Buy |
10
+2
| +25% | +$180 | ﹤0.01% | 996 |
|
|
2024
Q2 | $655 | Hold |
8
| – | – | ﹤0.01% | 610 |
|
|
2024
Q1 | $716 | Buy |
8
+3
| +60% | +$269 | ﹤0.01% | 542 |
|
|
2023
Q4 | $413 | Hold |
5
| – | – | ﹤0.01% | 520 |
|
|
2023
Q3 | $331 | Hold |
5
| – | – | ﹤0.01% | 533 |
|
|
2023
Q2 | $364 | Hold |
5
| – | – | ﹤0.01% | 526 |
|
|
2023
Q1 | $346 | Hold |
5
| – | – | ﹤0.01% | 611 |
|
|
2022
Q4 | $286 | Buy |
+5
| New | +$286 | ﹤0.01% | 594 |
|