Brinker Capital Investments’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 | $2.1M | Sell |
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|
2025
Q2 | $2.1M | Sell |
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|
2025
Q1 | $2.21M | Sell |
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|
2024
Q4 | $3.44M | Sell |
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|
2024
Q3 | $4.68M | Sell |
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|
2024
Q2 | $4.29M | Sell |
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|
2024
Q1 | $4.86M | Sell |
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|
2023
Q4 | $5.36M | Sell |
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|
2023
Q3 | $4.84M | Sell |
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|
2023
Q2 | $5.84M | Buy |
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|
2023
Q1 | $5.46M | Buy |
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|
2022
Q4 | $4.15M | Sell |
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|
2022
Q3 | $3.62M | Sell |
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|
2022
Q2 | $4.08M | Buy |
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|
2022
Q1 | $4.64M | Sell |
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|
2021
Q4 | $6.5M | Buy |
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|
2021
Q3 | $5.21M | Buy |
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|
2021
Q2 | $5.04M | Buy |
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|
2021
Q1 | $4.56M | Sell |
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|
2020
Q4 | $7.5M | Buy |
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|
2020
Q3 | $3.34M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $556K | Sell |
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|
2019
Q4 | $729K | Sell |
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|
2019
Q3 | $872K | Sell |
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|
2019
Q2 | $911K | Sell |
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|
2019
Q1 | $1.46M | Buy |
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|
2018
Q4 | $112K | Buy |
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|
2018
Q3 | $3K | Buy |
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