Advisornet Financial’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 | $1.19K | Buy |
18
+5
| +38% | +$360 | ﹤0.01% | 1987 |
|
|
2025
Q4 | $869 | Hold |
13
| – | – | ﹤0.01% | 2016 |
|
|
2025
Q3 | $954 | Hold |
13
| – | – | ﹤0.01% | 1973 |
|
|
2025
Q2 | $852 | Buy |
+13
| New | +$850 | ﹤0.01% | 1968 |
|
|
2024
Q4 | – | Sell |
-5
| Closed | -$449 | – | 1977 |
|
|
2024
Q3 | $449 | Sell |
5
-5
| -50% | -$414 | ﹤0.01% | 2032 |
|
|
2024
Q2 | $818 | Hold |
10
| – | – | ﹤0.01% | 1859 |
|
|
2024
Q1 | $895 | Sell |
10
-37
| -79% | -$3.05K | ﹤0.01% | 1790 |
|
|
2023
Q4 | $3.88K | Buy |
47
+12
| +34% | +$885 | ﹤0.01% | 1539 |
|
|
2023
Q3 | $2.31K | Buy |
35
+1
| +3% | +$71 | ﹤0.01% | 1592 |
|
|
2023
Q2 | $2.48K | Sell |
34
-4
| -11% | -$274 | ﹤0.01% | 1663 |
|
|
2023
Q1 | $2.63K | Buy |
38
+19
| +100% | +$1.24K | ﹤0.01% | 1632 |
|
|
2022
Q4 | $1.09K | Buy |
+19
| New | +$1.06K | ﹤0.01% | 1809 |
|
|
2022
Q2 | – | Sell |
-1
| Closed | – | – | 1867 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1985 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2009 |
|
|
2021
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1873 |
|
|
2021
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1798 |
|
|
2021
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 1745 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1717 |
|
|
2020
Q2 | $0 | Sell |
1
-29
| -97% | -$1.27K | ﹤0.01% | 1759 |
|
|
2020
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1633 |
|
|
2019
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 1722 |
|
|
2019
Q3 | $1K | Sell |
30
-524
| -95% | -$24.2K | ﹤0.01% | 1719 |
|
|
2019
Q2 | $26K | Hold |
554
| – | – | ﹤0.01% | 983 |
|
|
2019
Q1 | $30K | Buy |
554
+465
| +522% | +$23.1K | ﹤0.01% | 885 |
|
|
2018
Q4 | $4K | Sell |
89
-401
| -82% | -$18.4K | ﹤0.01% | 1257 |
|
|
2018
Q3 | $26K | Sell |
490
-61
| -11% | -$3.58K | ﹤0.01% | 886 |
|
|
2018
Q2 | $33K | Buy |
551
+12
| +2% | +$756 | ﹤0.01% | 820 |
|
|
2018
Q1 | $34K | Hold |
539
| – | – | ﹤0.01% | 799 |
|
|
2017
Q4 | $33K | Buy |
+539
| New | +$32.7K | 0.01% | 749 |
|
Other funds holding AOS
VCM
VPM
