Wealthspire Advisors (Maryland)’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-3,412
Closed -$182K 545
2019
Q1
$182K Buy
3,412
+203
+6% +$10.8K 0.01% 460
2018
Q4
$137K Buy
3,209
+6
+0.2% +$256 0.01% 511
2018
Q3
$171K Sell
3,203
-120
-4% -$6.41K 0.01% 496
2018
Q2
$197K Buy
3,323
+34
+1% +$2.02K 0.02% 469
2018
Q1
$209K Sell
3,289
-18
-0.5% -$1.14K 0.02% 452
2017
Q4
$203K Buy
3,307
+85
+3% +$5.22K 0.02% 482
2017
Q3
$191K Sell
3,222
-140
-4% -$8.3K 0.02% 488
2017
Q2
$189K Buy
3,362
+116
+4% +$6.52K 0.02% 467
2017
Q1
$166K Buy
3,246
+22
+0.7% +$1.13K 0.02% 450
2016
Q4
$153K Sell
3,224
-88
-3% -$4.18K 0.02% 447
2016
Q3
$164K Sell
3,312
-60
-2% -$2.97K 0.03% 437
2016
Q2
$149K Sell
3,372
-60
-2% -$2.65K 0.02% 443
2016
Q1
$131K Hold
3,432
0.02% 461
2015
Q4
$131K Buy
+3,432
New +$131K 0.02% 463