Brown, Lisle/Cummings’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 | $67.5K | Hold |
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|
2025
Q2 | $60.3K | Hold |
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|
2025
Q1 | $60.1K | Hold |
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|
2024
Q4 | $62.8K | Hold |
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|
2024
Q3 | $82.6K | Hold |
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|
2024
Q2 | $75.2K | Hold |
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|
2024
Q1 | $82.3K | Hold |
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|
2023
Q4 | $75.8K | Hold |
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|
2023
Q3 | $60.8K | Hold |
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|
2023
Q2 | $67K | Hold |
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|
2023
Q1 | $63.6K | Hold |
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|
2022
Q4 | $52.7K | Hold |
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|
2022
Q3 | $44.7K | Hold |
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|
2022
Q2 | $50.3K | Hold |
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|
2022
Q1 | $58.8K | Hold |
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|
2021
Q4 | $79K | Buy |
|