Wealthspire Advisors (New York)’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $202K | Buy |
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|
2025
Q3 | $172K | Sell |
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|
2025
Q2 | $204K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $220K | Buy |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $232K | Sell |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
|