Advisory Services Network’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 | $2.25M | Buy |
34,140
+8,355
| +32% | +$602K | 0.03% | 609 |
|
|
2025
Q4 | $1.72M | Sell |
25,785
-2,932
| -10% | -$198K | 0.02% | 667 |
|
|
2025
Q3 | $2.11M | Buy |
28,717
+822
| +3% | +$58.7K | 0.03% | 564 |
|
|
2025
Q2 | $1.97M | Buy |
27,895
+1,069
| +4% | +$69.9K | 0.03% | 564 |
|
|
2025
Q1 | $1.75M | Buy |
26,826
+2,066
| +8% | +$140K | 0.03% | 544 |
|
|
2024
Q4 | $1.69M | Sell |
24,760
-3,392
| -12% | -$257K | 0.03% | 550 |
|
|
2024
Q3 | $2.3M | Hold |
28,152
| – | – | 0.05% | 424 |
|
|
2024
Q2 | $2.3M | Buy |
28,152
+22,799
| +426% | +$1.93M | 0.05% | 424 |
|
|
2024
Q1 | $479K | Buy |
5,353
+1,903
| +55% | +$157K | 0.01% | 979 |
|
|
2023
Q4 | $284K | Buy |
3,450
+48
| +1% | +$3.54K | 0.01% | 1116 |
|
|
2023
Q3 | $225K | Buy |
+3,402
| New | +$241K | 0.01% | 1268 |
|
|
2023
Q2 | – | Sell |
-732
| Closed | -$50.6K | – | 1535 |
|
|
2023
Q1 | $50.6K | Sell |
732
-144
| -16% | -$9.36K | ﹤0.01% | 2012 |
|
|
2022
Q4 | $50.1K | Buy |
+876
| New | +$49K | ﹤0.01% | 1971 |
|
|
2021
Q3 | – | Sell |
-204
| Closed | -$15K | – | 1478 |
|
|
2021
Q2 | $15K | Buy |
+204
| New | +$14.1K | ﹤0.01% | 2616 |
|
|
2021
Q1 | – | Sell |
-260
| Closed | -$14K | – | 1374 |
|
|
2020
Q4 | $14K | Sell |
260
-180
| -41% | -$9.92K | ﹤0.01% | 2271 |
|
|
2020
Q3 | $23K | Buy |
+440
| New | +$22K | ﹤0.01% | 2007 |
|
|
2020
Q2 | – | Sell |
-434
| Closed | -$17K | – | 1132 |
|
|
2020
Q1 | $17K | Sell |
434
-353
| -45% | -$15K | ﹤0.01% | 1941 |
|
|
2019
Q4 | $37K | Sell |
787
-1,889
| -71% | -$91.6K | ﹤0.01% | 1654 |
|
|
2019
Q3 | $126K | Hold |
2,676
| – | – | 0.01% | 976 |
|
|
2019
Q2 | $126K | Sell |
2,676
-265
| -9% | -$13K | 0.01% | 974 |
|
|
2019
Q1 | $158K | Buy |
2,941
+1,611
| +121% | +$80.1K | 0.01% | 843 |
|
|
2018
Q4 | $57K | Sell |
1,330
-130
| -9% | -$5.98K | 0.01% | 1083 |
|
|
2018
Q3 | $78K | Sell |
1,460
-31
| -2% | -$1.82K | 0.01% | 1072 |
|
|
2018
Q2 | $89K | Buy |
1,491
+60
| +4% | +$3.78K | 0.01% | 994 |
|
|
2018
Q1 | $91K | Buy |
1,431
+325
| +29% | +$21K | 0.01% | 1058 |
|
|
2017
Q4 | $68K | Sell |
1,106
-8
| -0.7% | -$485 | 0.01% | 1131 |
|
|
2017
Q3 | $66K | Buy |
1,114
+55
| +5% | +$3.08K | 0.01% | 999 |
|
|
2017
Q2 | $60K | Buy |
1,059
+676
| +177% | +$36.5K | 0.01% | 992 |
|
|
2017
Q1 | $20K | Buy |
+383
| New | +$19K | ﹤0.01% | 1249 |
|
|
2015
Q3 | – | Sell |
-222
| Closed | -$8K | – | 1501 |
|
|
2015
Q2 | $8K | Buy |
222
+56
| +34% | +$1.93K | ﹤0.01% | 910 |
|
|
2015
Q1 | $5K | Buy |
+166
| New | +$5.05K | ﹤0.01% | 984 |
|
Other funds holding AOS
VCM
VPM
