WealthPLAN Partners’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
Q2 | $782K | Sell |
11,922
-7,925
| -40% | -$520K | 0.13% | 140 |
|
|
2025
Q1 | $1.3M | Buy |
19,847
+2,836
| +17% | +$185K | 0.18% | 108 |
|
|
2024
Q4 | $1.16M | Sell |
17,011
-5,925
| -26% | -$404K | 0.16% | 119 |
|
|
2024
Q3 | $2.06M | Sell |
22,936
-11,589
| -34% | -$1.04M | 0.28% | 90 |
|
|
2024
Q2 | $2.82M | Buy |
34,525
+971
| +3% | +$79.4K | 0.3% | 88 |
|
|
2024
Q1 | $3M | Buy |
+33,554
| New | +$3M | 0.31% | 98 |
|
|
2023
Q3 | – | Sell |
-97
| Closed | -$7.06K | – | 352 |
|
|
2023
Q2 | $7.06K | Buy |
+97
| New | +$7.06K | ﹤0.01% | 851 |
|