WANY
Wealthspire Advisors (New York)’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+3,110
| New | +$204K | ﹤0.01% | 791 |
|
|
2024
Q4 | – | Sell |
-2,454
| Closed | -$220K | – | 793 |
|
|
2024
Q3 | $220K | Buy |
2,454
+2
| +0.1% | +$180 | ﹤0.01% | 689 |
|
|
2024
Q2 | $201K | Sell |
2,452
-144
| -6% | -$11.8K | ﹤0.01% | 625 |
|
|
2024
Q1 | $232K | Sell |
2,596
-375
| -13% | -$33.5K | ﹤0.01% | 564 |
|
|
2023
Q4 | $245K | Sell |
2,971
-164
| -5% | -$13.5K | ﹤0.01% | 569 |
|
|
2023
Q3 | $207K | Buy |
+3,135
| New | +$207K | ﹤0.01% | 557 |
|
|
2019
Q1 | – | Sell |
-61
| Closed | -$3K | – | 94 |
|
|
2018
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 703 |
|