Bank Pictet & Cie (Europe)’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,773
| Closed | -$275K | – | 163 |
|
|
2019
Q3 | $275K | Hold |
5,773
| – | – | 0.05% | 143 |
|
|
2019
Q2 | $272K | Sell |
5,773
-1,627
| -22% | -$76.7K | 0.05% | 146 |
|
|
2019
Q1 | $395K | Hold |
7,400
| – | – | 0.07% | 114 |
|
|
2018
Q4 | $316K | Sell |
7,400
-11,000
| -60% | -$470K | 0.06% | 117 |
|
|
2018
Q3 | $982K | Hold |
18,400
| – | – | 0.14% | 77 |
|
|
2018
Q2 | $1.09M | Sell |
18,400
-5,100
| -22% | -$302K | 0.17% | 71 |
|
|
2018
Q1 | $1.49M | Hold |
23,500
| – | – | 0.25% | 64 |
|
|
2017
Q4 | $1.44M | Hold |
23,500
| – | – | 0.2% | 67 |
|
|
2017
Q3 | $1.4M | Hold |
23,500
| – | – | 0.2% | 72 |
|
|
2017
Q2 | $1.32M | Buy |
+23,500
| New | +$1.32M | 0.19% | 77 |
|