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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $184K | Hold |
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|
2025
Q2 | $164K | Hold |
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|
2025
Q1 | $163K | Sell |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $476K | Sell |
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|
2024
Q2 | $433K | Sell |
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|
2024
Q1 | $743K | Hold |
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|
2023
Q4 | $684K | Sell |
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|
2023
Q3 | $556K | Buy |
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|
2023
Q2 | $593K | Sell |
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|
2023
Q1 | $574K | Hold |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $562K | Hold |
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|
2022
Q1 | $657K | Hold |
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|
2021
Q4 | $883K | Sell |
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|
2021
Q3 | $647K | Sell |
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|
2021
Q2 | $786K | Sell |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $672K | Sell |
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|
2020
Q3 | $655K | Buy |
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|
2020
Q2 | $583K | Buy |
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|
2020
Q1 | $238K | Buy |
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