Wedmont Private Capital’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 | $240K | Buy |
3,456
+230
| +7% | +$16K | 0.01% | 658 |
|
|
2025
Q1 | $208K | Buy |
+3,226
| New | +$208K | 0.01% | 647 |
|
|
2024
Q4 | – | Sell |
-3,011
| Closed | -$265K | – | 704 |
|
|
2024
Q3 | $265K | Sell |
3,011
-14
| -0.5% | -$1.23K | 0.02% | 547 |
|
|
2024
Q2 | $266K | Buy |
3,025
+270
| +10% | +$23.7K | 0.02% | 534 |
|
|
2024
Q1 | $238K | Buy |
2,755
+91
| +3% | +$7.87K | 0.02% | 513 |
|
|
2023
Q4 | $211K | Buy |
+2,664
| New | +$211K | 0.02% | 519 |
|