Wealth Enhancement Advisory Services’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Buy |
9,246
+2,157
| +30% | +$147K | ﹤0.01% | 2035 |
|
|
2025
Q1 | $463K | Buy |
7,089
+2,084
| +42% | +$136K | ﹤0.01% | 2108 |
|
|
2024
Q4 | $341K | Sell |
5,005
-113
| -2% | -$7.71K | ﹤0.01% | 2248 |
|
|
2024
Q3 | $460K | Sell |
5,118
-24,312
| -83% | -$2.18M | ﹤0.01% | 1862 |
|
|
2024
Q2 | $2.41M | Sell |
29,430
-2,359
| -7% | -$193K | 0.01% | 917 |
|
|
2024
Q1 | $2.84M | Buy |
31,789
+4,636
| +17% | +$415K | 0.01% | 823 |
|
|
2023
Q4 | $2.24M | Buy |
27,153
+23,839
| +719% | +$1.97M | 0.01% | 862 |
|
|
2023
Q3 | $219K | Buy |
+3,314
| New | +$219K | ﹤0.01% | 1944 |
|