United Capital Financial Advisors’s A.O. Smith AOS Stock Holding History

United Capital Financial Advisors’s Portfolio AOS Stock Details AOS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$262K	Buy
2024 Q4	–	Sell
2024 Q3	$243K	Sell
2024 Q2	$229K	Sell
2024 Q1	$251K	Sell
2023 Q4	$270K	Buy