ABLA
Alan B. Lancz & Associates’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Hold |
5,800
| – | – | 0.38% | 70 |
|
|
2025
Q1 | $379K | Hold |
5,800
| – | – | 0.4% | 70 |
|
|
2024
Q4 | $396K | Hold |
5,800
| – | – | 0.4% | 65 |
|
|
2024
Q3 | $521K | Hold |
5,800
| – | – | 0.48% | 54 |
|
|
2024
Q2 | $474K | Buy |
+5,800
| New | +$474K | 0.47% | 51 |
|
|
2023
Q4 | $528K | Hold |
6,400
| – | – | 0.55% | 45 |
|
|
2023
Q3 | $423K | Hold |
6,400
| – | – | 0.48% | 56 |
|
|
2023
Q2 | $466K | Hold |
6,400
| – | – | 0.5% | 56 |
|
|
2023
Q1 | $443K | Hold |
6,400
| – | – | 0.46% | 62 |
|
|
2022
Q4 | $398K | Hold |
6,400
| – | – | 0.4% | 79 |
|
|
2022
Q3 | $311K | Hold |
6,400
| – | – | 0.37% | 86 |
|
|
2022
Q2 | $405K | Sell |
6,400
-3,614
| -36% | -$229K | 0.4% | 71 |
|
|
2022
Q1 | $640K | Hold |
10,014
| – | – | 0.57% | 48 |
|
|
2021
Q4 | $860K | Buy |
+10,014
| New | +$860K | 0.75% | 30 |
|