Baird Financial Group’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
173,470
+2,315
| +1% | +$152K | 0.02% | 496 |
|
|
2025
Q1 | $11.2M | Buy |
171,155
+12,828
| +8% | +$838K | 0.02% | 491 |
|
|
2024
Q4 | $10.8M | Sell |
158,327
-3,505
| -2% | -$239K | 0.02% | 495 |
|
|
2024
Q3 | $14.5M | Sell |
161,832
-51,133
| -24% | -$4.59M | 0.03% | 413 |
|
|
2024
Q2 | $17.4M | Sell |
212,965
-7,894
| -4% | -$646K | 0.04% | 354 |
|
|
2024
Q1 | $19.8M | Sell |
220,859
-84,725
| -28% | -$7.58M | 0.04% | 329 |
|
|
2023
Q4 | $25.2M | Sell |
305,584
-33,582
| -10% | -$2.77M | 0.06% | 277 |
|
|
2023
Q3 | $22.4M | Sell |
339,166
-5,335
| -2% | -$353K | 0.06% | 267 |
|
|
2023
Q2 | $25.1M | Buy |
344,501
+5,919
| +2% | +$431K | 0.07% | 257 |
|
|
2023
Q1 | $23.4M | Sell |
338,582
-208,679
| -38% | -$14.4M | 0.06% | 278 |
|
|
2022
Q4 | $31.3M | Sell |
547,261
-37,630
| -6% | -$2.15M | 0.08% | 236 |
|
|
2022
Q3 | $28.4M | Buy |
584,891
+20,578
| +4% | +$1,000K | 0.08% | 232 |
|
|
2022
Q2 | $30.9M | Sell |
564,313
-189,061
| -25% | -$10.3M | 0.09% | 235 |
|
|
2022
Q1 | $48.1M | Buy |
753,374
+1,592
| +0.2% | +$102K | 0.12% | 193 |
|
|
2021
Q4 | $64.5M | Buy |
751,782
+53,977
| +8% | +$4.63M | 0.15% | 162 |
|
|
2021
Q3 | $42.6M | Buy |
697,805
+9,488
| +1% | +$579K | 0.11% | 202 |
|
|
2021
Q2 | $49.6M | Sell |
688,317
-11,586
| -2% | -$835K | 0.13% | 187 |
|
|
2021
Q1 | $47.3M | Buy |
699,903
+1,102
| +0.2% | +$74.5K | 0.13% | 185 |
|
|
2020
Q4 | $38.3M | Sell |
698,801
-19,532
| -3% | -$1.07M | 0.11% | 208 |
|
|
2020
Q3 | $37.9M | Sell |
718,333
-3,710
| -0.5% | -$196K | 0.13% | 186 |
|
|
2020
Q2 | $34M | Sell |
722,043
-921,229
| -56% | -$43.4M | 0.13% | 186 |
|
|
2020
Q1 | $62.1M | Buy |
1,643,272
+14,927
| +0.9% | +$564K | 0.28% | 81 |
|
|
2019
Q4 | $77.6M | Buy |
1,628,345
+49,183
| +3% | +$2.34M | 0.28% | 86 |
|
|
2019
Q3 | $75.3M | Buy |
1,579,162
+112,358
| +8% | +$5.36M | 0.3% | 81 |
|
|
2019
Q2 | $69.2M | Buy |
1,466,804
+60,543
| +4% | +$2.86M | 0.27% | 85 |
|
|
2019
Q1 | $75M | Buy |
1,406,261
+192,448
| +16% | +$10.3M | 0.44% | 51 |
|
|
2018
Q4 | $51.8M | Buy |
1,213,813
+29,359
| +2% | +$1.25M | 0.35% | 69 |
|
|
2018
Q3 | $63.8M | Sell |
1,184,454
-22,841
| -2% | -$1.23M | 0.4% | 54 |
|
|
2018
Q2 | $71.4M | Sell |
1,207,295
-9,740
| -0.8% | -$576K | 0.48% | 41 |
|
|
2018
Q1 | $77.4M | Sell |
1,217,035
-38,735
| -3% | -$2.46M | 0.54% | 30 |
|
|
2017
Q4 | $77M | Sell |
1,255,770
-11,841
| -0.9% | -$726K | 0.55% | 30 |
|
|
2017
Q3 | $75.3M | Sell |
1,267,611
-88,857
| -7% | -$5.28M | 0.57% | 28 |
|
|
2017
Q2 | $76.4M | Sell |
1,356,468
-27,643
| -2% | -$1.56M | 0.6% | 25 |
|
|
2017
Q1 | $70.8M | Sell |
1,384,111
-62,245
| -4% | -$3.18M | 0.57% | 27 |
|
|
2016
Q4 | $68.5M | Buy |
1,446,356
+834,229
| +136% | +$39.5M | 0.59% | 27 |
|
|
2016
Q3 | $60.5M | Sell |
612,127
-209,788
| -26% | -$20.7M | 0.54% | 33 |
|
|
2016
Q2 | $72.4M | Buy |
821,915
+31,768
| +4% | +$2.8M | 0.66% | 22 |
|
|
2016
Q1 | $60.3M | Buy |
790,147
+99,393
| +14% | +$7.58M | 0.58% | 27 |
|
|
2015
Q4 | $52.9M | Buy |
690,754
+88,143
| +15% | +$6.75M | 0.53% | 39 |
|
|
2015
Q3 | $39.3M | Sell |
602,611
-153,506
| -20% | -$10M | 0.42% | 66 |
|
|
2015
Q2 | $54.4M | Buy |
+756,117
| New | +$54.4M | 0.54% | 35 |
|