Atria Investments’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 | $1.23M | Sell |
18,643
-6,928
| -27% | -$499K | 0.01% | 946 |
|
|
2025
Q4 | $1.71M | Buy |
25,571
+4,148
| +19% | +$280K | 0.02% | 803 |
|
|
2025
Q3 | $1.57M | Buy |
21,423
+400
| +2% | +$28.5K | 0.02% | 826 |
|
|
2025
Q2 | $1.38M | Sell |
21,023
-6,326
| -23% | -$414K | 0.02% | 894 |
|
|
2025
Q1 | $1.79M | Buy |
27,349
+1,431
| +6% | +$96.7K | 0.02% | 749 |
|
|
2024
Q4 | $1.77M | Sell |
25,918
-9,806
| -27% | -$743K | 0.02% | 730 |
|
|
2024
Q3 | $3.21M | Buy |
35,724
+17
| +0% | +$1.41K | 0.04% | 502 |
|
|
2024
Q2 | $2.92M | Buy |
35,707
+4,890
| +16% | +$414K | 0.04% | 509 |
|
|
2024
Q1 | $2.76M | Sell |
30,817
-717
| -2% | -$59.1K | 0.04% | 534 |
|
|
2023
Q4 | $2.6M | Sell |
31,534
-6,392
| -17% | -$471K | 0.04% | 499 |
|
|
2023
Q3 | $2.51M | Buy |
37,926
+627
| +2% | +$44.5K | 0.04% | 484 |
|
|
2023
Q2 | $2.71M | Sell |
37,299
-885
| -2% | -$60.6K | 0.05% | 454 |
|
|
2023
Q1 | $2.64M | Buy |
38,184
+7,614
| +25% | +$495K | 0.05% | 442 |
|
|
2022
Q4 | $1.75M | Buy |
30,570
+9,943
| +48% | +$556K | 0.04% | 560 |
|
|
2022
Q3 | $1M | Sell |
20,627
-729
| -3% | -$41.9K | 0.02% | 734 |
|
|
2022
Q2 | $1.17M | Sell |
21,356
-30,991
| -59% | -$1.86M | 0.02% | 688 |
|
|
2022
Q1 | $3.34M | Buy |
52,347
+3,321
| +7% | +$242K | 0.06% | 396 |
|
|
2021
Q4 | $4.21M | Buy |
49,026
+2,086
| +4% | +$159K | 0.08% | 328 |
|
|
2021
Q3 | $2.87M | Sell |
46,940
-702
| -1% | -$49K | 0.05% | 406 |
|
|
2021
Q2 | $3.43M | Buy |
47,642
+26
| +0.1% | +$1.79K | 0.07% | 333 |
|
|
2021
Q1 | $3.22M | Buy |
47,616
+26,933
| +130% | +$1.64M | 0.07% | 319 |
|
|
2020
Q4 | $1.13M | Buy |
20,683
+1,059
| +5% | +$58.4K | 0.03% | 632 |
|
|
2020
Q3 | $1.04M | Buy |
+19,624
| New | +$980K | 0.03% | 559 |
|
|
2020
Q1 | – | Sell |
-15,082
| Closed | -$719K | – | 600 |
|
|
2019
Q4 | $719K | Buy |
15,082
+6,579
| +77% | +$319K | 0.02% | 659 |
|
|
2019
Q3 | $406K | Sell |
8,503
-645
| -7% | -$29.8K | 0.01% | 630 |
|
|
2019
Q2 | $410K | Buy |
9,148
+1,055
| +13% | +$51.7K | 0.02% | 634 |
|
|
2019
Q1 | $432K | Buy |
+8,093
| New | +$402K | 0.02% | 574 |
|
|
2018
Q4 | – | Sell |
-6,733
| Closed | -$359K | – | 879 |
|
|
2018
Q3 | $359K | Sell |
6,733
-257
| -4% | -$15.1K | 0.01% | 704 |
|
|
2018
Q2 | $413K | Sell |
6,990
-149
| -2% | -$9.39K | 0.02% | 630 |
|
|
2018
Q1 | $454K | Buy |
7,139
+1,094
| +18% | +$70.6K | 0.02% | 540 |
|
|
2017
Q4 | $370K | Buy |
6,045
+1,151
| +24% | +$69.8K | 0.02% | 582 |
|
|
2017
Q3 | $291K | Buy |
4,894
+316
| +7% | +$17.7K | 0.02% | 617 |
|
|
2017
Q2 | $258K | Buy |
4,578
+371
| +9% | +$20K | 0.02% | 612 |
|
|
2017
Q1 | $215K | Buy |
+4,207
| New | +$209K | 0.01% | 632 |
|
Other funds holding AOS
VCM
VPM
