True Wealth Design’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $45K | Buy |
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|
2025
Q2 | $29.2K | Buy |
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|
2025
Q1 | $66 | Sell |
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|
2024
Q4 | $478 | Sell |
|
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|
2024
Q3 | $899 | Buy |
|
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|
2024
Q2 | $655 | Hold |
|
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|
2024
Q1 | $716 | Buy |
|
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|
2023
Q4 | $413 | Hold |
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|
2023
Q3 | $331 | Hold |
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|
2023
Q2 | $364 | Hold |
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|
2023
Q1 | $346 | Hold |
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|
2022
Q4 | $286 | Buy |
|