WA
Wealth Alliance’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,554
| Closed | -$229K | – | 494 |
|
|
2024
Q3 | $229K | Sell |
2,554
-41
| -2% | -$3.68K | 0.03% | 468 |
|
|
2024
Q2 | $212K | Sell |
2,595
-147
| -5% | -$12K | 0.03% | 474 |
|
|
2024
Q1 | $245K | Buy |
+2,742
| New | +$245K | 0.03% | 450 |
|
|
2023
Q3 | – | Sell |
-2,970
| Closed | -$216K | – | 493 |
|
|
2023
Q2 | $216K | Sell |
2,970
-183
| -6% | -$13.3K | 0.03% | 461 |
|
|
2023
Q1 | $218K | Buy |
+3,153
| New | +$218K | 0.04% | 457 |
|
|
2021
Q1 | – | Sell |
-3,665
| Closed | -$201K | – | 387 |
|
|
2020
Q4 | $201K | Sell |
3,665
-887
| -19% | -$48.6K | 0.06% | 369 |
|
|
2020
Q3 | $240K | Sell |
4,552
-416
| -8% | -$21.9K | 0.09% | 282 |
|
|
2020
Q2 | $234K | Buy |
+4,968
| New | +$234K | 0.09% | 261 |
|