Brown, Lisle/Cummings’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 | $60.3K | Hold |
920
| – | – | 0.02% | 317 |
|
|
2025
Q1 | $60.1K | Hold |
920
| – | – | 0.02% | 313 |
|
|
2024
Q4 | $62.8K | Hold |
920
| – | – | 0.02% | 306 |
|
|
2024
Q3 | $82.6K | Hold |
920
| – | – | 0.03% | 278 |
|
|
2024
Q2 | $75.2K | Hold |
920
| – | – | 0.02% | 278 |
|
|
2024
Q1 | $82.3K | Hold |
920
| – | – | 0.03% | 254 |
|
|
2023
Q4 | $75.8K | Hold |
920
| – | – | 0.03% | 256 |
|
|
2023
Q3 | $60.8K | Hold |
920
| – | – | 0.03% | 254 |
|
|
2023
Q2 | $67K | Hold |
920
| – | – | 0.03% | 256 |
|
|
2023
Q1 | $63.6K | Hold |
920
| – | – | 0.03% | 256 |
|
|
2022
Q4 | $52.7K | Hold |
920
| – | – | 0.03% | 260 |
|
|
2022
Q3 | $44.7K | Hold |
920
| – | – | 0.03% | 264 |
|
|
2022
Q2 | $50.3K | Hold |
920
| – | – | 0.03% | 260 |
|
|
2022
Q1 | $58.8K | Hold |
920
| – | – | 0.03% | 254 |
|
|
2021
Q4 | $79K | Buy |
+920
| New | +$79K | 0.04% | 227 |
|