Bank Julius Baer & Co’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 | $165K | Hold |
2,500
| – | – | ﹤0.01% | 512 |
|
|
2025
Q4 | $167K | Hold |
2,500
| – | – | ﹤0.01% | 496 |
|
|
2025
Q3 | $184K | Hold |
2,500
| – | – | ﹤0.01% | 490 |
|
|
2025
Q2 | $164K | Hold |
2,500
| – | – | ﹤0.01% | 456 |
|
|
2025
Q1 | $163K | Sell |
2,500
-2,303
| -48% | -$156K | ﹤0.01% | 439 |
|
|
2024
Q4 | $362K | Buy |
4,803
+332
| +7% | +$25.1K | ﹤0.01% | 377 |
|
|
2024
Q3 | $476K | Sell |
4,471
-291
| -6% | -$24.1K | ﹤0.01% | 333 |
|
|
2024
Q2 | $433K | Sell |
4,762
-3,538
| -43% | -$299K | ﹤0.01% | 285 |
|
|
2024
Q1 | $743K | Hold |
8,300
| – | – | ﹤0.01% | 286 |
|
|
2023
Q4 | $684K | Sell |
8,300
-102
| -1% | -$7.52K | ﹤0.01% | 304 |
|
|
2023
Q3 | $556K | Buy |
8,402
+255
| +3% | +$18.1K | ﹤0.01% | 304 |
|
|
2023
Q2 | $593K | Sell |
8,147
-153
| -2% | -$10.5K | ﹤0.01% | 317 |
|
|
2023
Q1 | $574K | Hold |
8,300
| – | – | ﹤0.01% | 332 |
|
|
2022
Q4 | $475K | Buy |
8,300
+131
| +2% | +$7.32K | ﹤0.01% | 343 |
|
|
2022
Q3 | $397K | Sell |
8,169
-2,115
| -21% | -$121K | ﹤0.01% | 352 |
|
|
2022
Q2 | $562K | Hold |
10,284
| – | – | ﹤0.01% | 333 |
|
|
2022
Q1 | $657K | Hold |
10,284
| – | – | ﹤0.01% | 324 |
|
|
2021
Q4 | $883K | Sell |
10,284
-312
| -3% | -$23.8K | ﹤0.01% | 362 |
|
|
2021
Q3 | $647K | Sell |
10,596
-312
| -3% | -$21.8K | ﹤0.01% | 393 |
|
|
2021
Q2 | $786K | Sell |
10,908
-7,664
| -41% | -$529K | 0.01% | 380 |
|
|
2021
Q1 | $1.26M | Buy |
18,572
+6,314
| +52% | +$384K | 0.01% | 312 |
|
|
2020
Q4 | $672K | Sell |
12,258
-146
| -1% | -$8.05K | 0.01% | 405 |
|
|
2020
Q3 | $655K | Buy |
12,404
+29
| +0.2% | +$1.45K | 0.01% | 346 |
|
|
2020
Q2 | $583K | Buy |
12,375
+6,085
| +97% | +$266K | 0.01% | 340 |
|
|
2020
Q1 | $238K | Buy |
+6,290
| New | +$268K | 0.01% | 382 |
|
Other funds holding AOS
VCM
VPM
