Alan B. Lancz & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Hold |
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|
2025
Q1 | $379K | Hold |
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|
2024
Q4 | $396K | Hold |
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|
2024
Q3 | $521K | Hold |
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|
2024
Q2 | $474K | Buy |
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|
2023
Q4 | $528K | Hold |
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|
2023
Q3 | $423K | Hold |
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|
2023
Q2 | $466K | Hold |
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|
2023
Q1 | $443K | Hold |
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $311K | Hold |
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|
2022
Q2 | $405K | Sell |
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|
2022
Q1 | $640K | Hold |
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|
2021
Q4 | $860K | Buy |
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