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UBP Investment Advisors’s A.O. Smith AOS Stock Holding History

UBP Investment Advisors’s Portfolio AOS Stock Details AOS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$810K Hold
16,681
– – 0.42% 41
2022
Q2 		$910K Buy
+16,681
New +$910K 0.36% 39
2021
Q2 		– Sell
-9,749
Closed -$660K – 111
2021
Q1 		$660K Buy
+9,749
New +$660K 0.27% 65