Beacon Pointe Advisors’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 | – | Sell |
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|
2025
Q2 | $227K | Hold |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $5.73M | Sell |
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|
2024
Q2 | $5.53M | Buy |
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|
2024
Q1 | $4.48M | Buy |
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|
2023
Q4 | $4.07M | Sell |
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|
2023
Q3 | $4.22M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $3.45M | Sell |
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|
2022
Q2 | $4.24M | Sell |
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|
2022
Q1 | $6.77M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.59M | Buy |
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