BCM
Bayesian Capital Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,807
| Closed | -$231K | – | 767 |
|
|
2023
Q4 | $231K | Sell |
2,807
-4,508
| -62% | -$372K | 0.02% | 566 |
|
|
2023
Q3 | $484K | Buy |
+7,315
| New | +$484K | 0.06% | 382 |
|
|
2023
Q2 | – | Sell |
-10,828
| Closed | -$749K | – | 779 |
|
|
2023
Q1 | $749K | Buy |
10,828
+3,800
| +54% | +$263K | 0.09% | 290 |
|
|
2022
Q4 | $402K | Sell |
7,028
-6,100
| -46% | -$349K | 0.06% | 409 |
|
|
2022
Q3 | $638K | Sell |
13,128
-1,800
| -12% | -$87.5K | 0.13% | 220 |
|
|
2022
Q2 | $816K | Buy |
14,928
+4,228
| +40% | +$231K | 0.15% | 201 |
|
|
2022
Q1 | $684K | Buy |
+10,700
| New | +$684K | 0.1% | 288 |
|
|
2021
Q3 | – | Sell |
-5,300
| Closed | -$382K | – | 379 |
|
|
2021
Q2 | $382K | Buy |
+5,300
| New | +$382K | 0.1% | 226 |
|
|
2018
Q4 | – | Sell |
-9,600
| Closed | -$512K | – | 604 |
|
|
2018
Q3 | $512K | Buy |
9,600
+4,110
| +75% | +$219K | 0.08% | 330 |
|
|
2018
Q2 | $325K | Buy |
+5,490
| New | +$325K | 0.07% | 372 |
|
|
2016
Q4 | – | Sell |
-2,252
| Closed | -$222K | – | 589 |
|
|
2016
Q3 | $222K | Buy |
+2,252
| New | +$222K | 0.15% | 259 |
|