Cambridge Investment Research 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $755K | Buy |
11,447
+259
| +2% | +$18.7K | ﹤0.01% | 2421 |
|
|
2025
Q4 | $748K | Buy |
11,188
+1,257
| +13% | +$84.9K | ﹤0.01% | 2356 |
|
|
2025
Q3 | $729K | Buy |
9,931
+368
| +4% | +$26.3K | ﹤0.01% | 2319 |
|
|
2025
Q2 | $627K | Buy |
9,563
+1,478
| +18% | +$96.7K | ﹤0.01% | 2343 |
|
|
2025
Q1 | $528K | Buy |
8,085
+1,251
| +18% | +$84.5K | ﹤0.01% | 2387 |
|
|
2024
Q4 | $466K | Sell |
6,834
-8,415
| -55% | -$637K | ﹤0.01% | 2490 |
|
|
2024
Q3 | $1.37M | Sell |
15,249
-498
| -3% | -$41.2K | ﹤0.01% | 1621 |
|
|
2024
Q2 | $1.29M | Sell |
15,747
-578
| -4% | -$48.9K | ﹤0.01% | 1595 |
|
|
2024
Q1 | $1.46M | Sell |
16,325
-1,972
| -11% | -$163K | 0.01% | 1468 |
|
|
2023
Q4 | $1.51M | Sell |
18,297
-1,347
| -7% | -$99.3K | 0.01% | 1383 |
|
|
2023
Q3 | $1.3M | Buy |
19,644
+1,730
| +10% | +$123K | 0.01% | 1406 |
|
|
2023
Q2 | $1.3M | Buy |
17,914
+1,902
| +12% | +$130K | 0.01% | 1431 |
|
|
2023
Q1 | $1.11M | Sell |
16,012
-197
| -1% | -$12.8K | 0.01% | 1510 |
|
|
2022
Q4 | $928K | Buy |
16,209
+409
| +3% | +$22.9K | ﹤0.01% | 1559 |
|
|
2022
Q3 | $768K | Sell |
15,800
-332
| -2% | -$19.1K | ﹤0.01% | 1653 |
|
|
2022
Q2 | $882K | Sell |
16,132
-369
| -2% | -$22.1K | ﹤0.01% | 1564 |
|
|
2022
Q1 | $1.05M | Buy |
16,501
+95
| +0.6% | +$6.91K | ﹤0.01% | 1543 |
|
|
2021
Q4 | $1.41M | Buy |
16,406
+386
| +2% | +$29.4K | 0.01% | 1362 |
|
|
2021
Q3 | $978K | Sell |
16,020
-2,949
| -16% | -$206K | ﹤0.01% | 1545 |
|
|
2021
Q2 | $1.37M | Buy |
18,969
+863
| +5% | +$59.5K | 0.01% | 1322 |
|
|
2021
Q1 | $1.22M | Buy |
18,106
+927
| +5% | +$56.4K | 0.01% | 1294 |
|
|
2020
Q4 | $942K | Sell |
17,179
-493
| -3% | -$27.2K | 0.01% | 1348 |
|
|
2020
Q3 | $933K | Sell |
17,672
-882
| -5% | -$44K | 0.01% | 1228 |
|
|
2020
Q2 | $874K | Sell |
18,554
-3,595
| -16% | -$157K | 0.01% | 1202 |
|
|
2020
Q1 | $837K | Buy |
22,149
+9,779
| +79% | +$417K | 0.01% | 1068 |
|
|
2019
Q4 | $589K | Buy |
12,370
+1,671
| +16% | +$81K | ﹤0.01% | 1479 |
|
|
2019
Q3 | $510K | Buy |
10,699
+689
| +7% | +$31.9K | ﹤0.01% | 1481 |
|
|
2019
Q2 | $472K | Sell |
10,010
-512
| -5% | -$25.1K | ﹤0.01% | 1458 |
|
|
2019
Q1 | $561K | Buy |
10,522
+531
| +5% | +$26.4K | 0.01% | 1406 |
|
|
2018
Q4 | $427K | Sell |
9,991
-126
| -1% | -$5.8K | ﹤0.01% | 1414 |
|
|
2018
Q3 | $540K | Buy |
10,117
+982
| +11% | +$57.7K | 0.01% | 1394 |
|
|
2018
Q2 | $540K | Buy |
9,135
+778
| +9% | +$49K | 0.01% | 1357 |
|
|
2018
Q1 | $531K | Sell |
8,357
-194
| -2% | -$12.5K | 0.01% | 1318 |
|
|
2017
Q4 | $524K | Buy |
8,551
+1,048
| +14% | +$63.6K | 0.01% | 1298 |
|
|
2017
Q3 | $446K | Sell |
7,503
-371
| -5% | -$20.8K | 0.01% | 1305 |
|
|
2017
Q2 | $444K | Sell |
7,874
-235
| -3% | -$12.7K | 0.01% | 1270 |
|
|
2017
Q1 | $415K | Sell |
8,109
-259
| -3% | -$12.8K | 0.01% | 1170 |
|
|
2016
Q4 | $396K | Sell |
8,368
-6,358
| -43% | -$307K | 0.01% | 1129 |
|
|
2016
Q3 | $727K | Buy |
14,726
+358
| +2% | +$16.7K | 0.01% | 828 |
|
|
2016
Q2 | $633K | Buy |
14,368
+8,494
| +145% | +$343K | 0.01% | 823 |
|
|
2016
Q1 | $224K | Buy |
+5,874
| New | +$205K | 0.01% | 1343 |
|
Other funds holding AOS
VCM
VPM
