Atwater Malick’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 | $7.62M | Buy |
116,253
+530
| +0.5% | +$34.8K | 2.41% | 17 |
|
|
2025
Q1 | $7.56M | Buy |
115,723
+4,129
| +4% | +$270K | 2.56% | 16 |
|
|
2024
Q4 | $7.61M | Sell |
111,594
-400
| -0.4% | -$27.3K | 2.55% | 16 |
|
|
2024
Q3 | $10.1M | Buy |
111,994
+1,212
| +1% | +$109K | 3.24% | 13 |
|
|
2024
Q2 | $9.06M | Buy |
110,782
+1,174
| +1% | +$96K | 3.12% | 13 |
|
|
2024
Q1 | $9.81M | Buy |
109,608
+1,767
| +2% | +$158K | 3.46% | 11 |
|
|
2023
Q4 | $8.89M | Buy |
107,841
+1,642
| +2% | +$135K | 3.48% | 10 |
|
|
2023
Q3 | $7.02M | Buy |
106,199
+1,140
| +1% | +$75.4K | 3.09% | 15 |
|
|
2023
Q2 | $7.65M | Buy |
105,059
+3,003
| +3% | +$219K | 3.27% | 15 |
|
|
2023
Q1 | $7.06M | Buy |
102,056
+1,423
| +1% | +$98.4K | 3.31% | 17 |
|
|
2022
Q4 | $5.76M | Buy |
100,633
+3,101
| +3% | +$178K | 2.84% | 19 |
|
|
2022
Q3 | $4.74M | Buy |
97,532
+4,140
| +4% | +$201K | 2.65% | 20 |
|
|
2022
Q2 | $5.11M | Buy |
93,392
+3,978
| +4% | +$218K | 2.69% | 20 |
|
|
2022
Q1 | $5.71M | Buy |
89,414
+3,889
| +5% | +$248K | 2.76% | 21 |
|
|
2021
Q4 | $7.34M | Buy |
85,525
+1,243
| +1% | +$107K | 3.41% | 14 |
|
|
2021
Q3 | $5.15M | Buy |
84,282
+2,563
| +3% | +$157K | 2.72% | 21 |
|
|
2021
Q2 | $5.89M | Buy |
81,719
+5,392
| +7% | +$389K | 3.26% | 16 |
|
|
2021
Q1 | $5.16M | Sell |
76,327
-3,125
| -4% | -$211K | 3.17% | 18 |
|
|
2020
Q4 | $4.36M | Buy |
79,452
+1,055
| +1% | +$57.8K | 2.74% | 20 |
|
|
2020
Q3 | $4.14M | Buy |
78,397
+2,756
| +4% | +$146K | 2.9% | 21 |
|
|
2020
Q2 | $3.56M | Buy |
75,641
+4,747
| +7% | +$224K | 2.81% | 22 |
|
|
2020
Q1 | $2.68M | Buy |
70,894
+1,703
| +2% | +$64.4K | 2.57% | 23 |
|
|
2019
Q4 | $3.3M | Buy |
69,191
+6,039
| +10% | +$288K | 2.62% | 24 |
|
|
2019
Q3 | $3.01M | Buy |
+63,152
| New | +$3.01M | 2.53% | 24 |
|