Bank Julius Baer & Co’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 | $164K | Buy |
2,500
+288
| +13% | +$18.9K | ﹤0.01% | 456 |
|
|
2025
Q1 | $163K | Sell |
2,212
-2,591
| -54% | -$191K | ﹤0.01% | 439 |
|
|
2024
Q4 | $362K | Buy |
4,803
+332
| +7% | +$25K | ﹤0.01% | 377 |
|
|
2024
Q3 | $476K | Sell |
4,471
-291
| -6% | -$31K | ﹤0.01% | 333 |
|
|
2024
Q2 | $433K | Sell |
4,762
-3,538
| -43% | -$322K | ﹤0.01% | 285 |
|
|
2024
Q1 | $743K | Hold |
8,300
| – | – | ﹤0.01% | 286 |
|
|
2023
Q4 | $684K | Sell |
8,300
-102
| -1% | -$8.41K | ﹤0.01% | 304 |
|
|
2023
Q3 | $556K | Buy |
8,402
+255
| +3% | +$16.9K | ﹤0.01% | 304 |
|
|
2023
Q2 | $593K | Sell |
8,147
-153
| -2% | -$11.1K | ﹤0.01% | 317 |
|
|
2023
Q1 | $574K | Hold |
8,300
| – | – | ﹤0.01% | 332 |
|
|
2022
Q4 | $475K | Buy |
8,300
+131
| +2% | +$7.5K | ﹤0.01% | 343 |
|
|
2022
Q3 | $397K | Sell |
8,169
-2,115
| -21% | -$103K | ﹤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% | -$26.8K | ﹤0.01% | 362 |
|
|
2021
Q3 | $647K | Sell |
10,596
-312
| -3% | -$19.1K | ﹤0.01% | 393 |
|
|
2021
Q2 | $786K | Sell |
10,908
-7,664
| -41% | -$552K | 0.01% | 380 |
|
|
2021
Q1 | $1.26M | Buy |
18,572
+6,314
| +52% | +$427K | 0.01% | 312 |
|
|
2020
Q4 | $672K | Sell |
12,258
-146
| -1% | -$8K | 0.01% | 405 |
|
|
2020
Q3 | $655K | Buy |
12,404
+29
| +0.2% | +$1.53K | 0.01% | 346 |
|
|
2020
Q2 | $583K | Buy |
12,375
+6,085
| +97% | +$287K | 0.01% | 340 |
|
|
2020
Q1 | $238K | Buy |
+6,290
| New | +$238K | 0.01% | 382 |
|