Venturi Wealth Management’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
Q1 | – | Sell |
-188
| Closed | -$12.8K | – | 631 |
|
|
2024
Q4 | $12.8K | Buy |
188
+58
| +45% | +$3.96K | ﹤0.01% | 1370 |
|
|
2024
Q3 | $11.7K | Sell |
130
-240
| -65% | -$21.6K | ﹤0.01% | 1150 |
|
|
2024
Q2 | $30.3K | Buy |
370
+119
| +47% | +$9.73K | ﹤0.01% | 821 |
|
|
2024
Q1 | $22.5K | Buy |
251
+146
| +139% | +$13.1K | ﹤0.01% | 705 |
|
|
2023
Q4 | $8.66K | Buy |
105
+22
| +27% | +$1.81K | ﹤0.01% | 902 |
|
|
2023
Q3 | $5.49K | Buy |
+83
| New | +$5.49K | ﹤0.01% | 951 |
|