Aquatic Capital Management’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 | $1.77M | Buy |
+26,934
| New | +$1.77M | 0.04% | 502 |
|
|
2025
Q1 | – | Sell |
-17,380
| Closed | -$1.19M | – | 1247 |
|
|
2024
Q4 | $1.19M | Sell |
17,380
-2,926
| -14% | -$200K | 0.03% | 499 |
|
|
2024
Q3 | $1.82M | Buy |
+20,306
| New | +$1.82M | 0.05% | 380 |
|
|
2024
Q2 | – | Sell |
-3,500
| Closed | -$313K | – | 1203 |
|
|
2024
Q1 | $313K | Buy |
+3,500
| New | +$313K | 0.01% | 661 |
|
|
2023
Q4 | – | Sell |
-3,200
| Closed | -$212K | – | 1306 |
|
|
2023
Q3 | $212K | Buy |
3,200
+800
| +33% | +$53K | 0.01% | 660 |
|
|
2023
Q2 | $175K | Buy |
+2,400
| New | +$175K | 0.01% | 705 |
|
|
2022
Q3 | – | Sell |
-3,900
| Closed | -$213K | – | 1152 |
|
|
2022
Q2 | $213K | Buy |
+3,900
| New | +$213K | 0.07% | 318 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$9K | – | 1066 |
|
|
2021
Q4 | $9K | Buy |
+100
| New | +$9K | 0.02% | 817 |
|