Brendel Financial 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
Q1 | – | Sell |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $3.57M | Sell |
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|
2024
Q2 | $3.27M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $3.33M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $357K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $469K | Sell |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $3.28M | Buy |
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|
2020
Q3 | $2.95M | Buy |
|