VWA
Valued Wealth Advisors’s A.O. Smith AOS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $266 | Hold |
4
| – | – | ﹤0.01% | 561 |
|
2025
Q1 | $264 | Hold |
4
| – | – | ﹤0.01% | 592 |
|
2024
Q4 | $274 | Hold |
4
| – | – | ﹤0.01% | 593 |
|
2024
Q3 | $360 | Hold |
4
| – | – | ﹤0.01% | 556 |
|
2024
Q2 | $328 | Buy |
4
+2
| +100% | +$164 | ﹤0.01% | 533 |
|
2024
Q1 | $179 | Buy |
+2
| New | +$179 | ﹤0.01% | 555 |
|