Bell Investment Advisors’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 | $5.9K | Sell |
90
-22
| -20% | -$1.44K | ﹤0.01% | 911 |
|
|
2025
Q1 | $7.32K | Buy |
112
+22
| +24% | +$1.44K | ﹤0.01% | 728 |
|
|
2024
Q4 | $6.14K | Hold |
90
| – | – | ﹤0.01% | 826 |
|
|
2024
Q3 | $8.09K | Hold |
90
| – | – | ﹤0.01% | 708 |
|
|
2024
Q2 | $7.36K | Hold |
90
| – | – | ﹤0.01% | 735 |
|
|
2024
Q1 | $8.05K | Hold |
90
| – | – | ﹤0.01% | 676 |
|
|
2023
Q4 | $7.42K | Hold |
90
| – | – | ﹤0.01% | 676 |
|
|
2023
Q3 | $5.95K | Hold |
90
| – | – | ﹤0.01% | 719 |
|
|
2023
Q2 | $6.55K | Hold |
90
| – | – | ﹤0.01% | 686 |
|
|
2023
Q1 | $6.22K | Buy |
90
+22
| +32% | +$1.52K | ﹤0.01% | 679 |
|
|
2022
Q4 | $3.89K | Buy |
68
+48
| +240% | +$2.75K | ﹤0.01% | 935 |
|
|
2022
Q3 | $1K | Buy |
20
+5
| +33% | +$250 | ﹤0.01% | 1302 |
|
|
2022
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1315 |
|
|
2021
Q4 | $1K | Buy |
13
+6
| +86% | +$462 | ﹤0.01% | 1324 |
|
|
2021
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1714 |
|