Cerity Partners’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 | $756K | Sell |
11,524
-2,445
| -18% | -$160K | ﹤0.01% | 1654 |
|
|
2025
Q1 | $913K | Sell |
13,969
-10,254
| -42% | -$670K | ﹤0.01% | 1464 |
|
|
2024
Q4 | $2.14M | Sell |
24,223
-11,011
| -31% | -$973K | ﹤0.01% | 1077 |
|
|
2024
Q3 | $3.17M | Buy |
35,234
+13,648
| +63% | +$1.23M | 0.01% | 889 |
|
|
2024
Q2 | $1.77M | Sell |
21,586
-20,288
| -48% | -$1.66M | ﹤0.01% | 961 |
|
|
2024
Q1 | $3.75M | Buy |
41,874
+36,882
| +739% | +$3.3M | 0.01% | 751 |
|
|
2023
Q4 | $412K | Buy |
+4,992
| New | +$412K | ﹤0.01% | 1346 |
|
|
2023
Q3 | – | Sell |
-4,524
| Closed | -$329K | – | 1404 |
|
|
2023
Q2 | $329K | Sell |
4,524
-124
| -3% | -$9.03K | ﹤0.01% | 1355 |
|
|
2023
Q1 | $1.52M | Buy |
4,648
+553
| +14% | +$181K | ﹤0.01% | 808 |
|
|
2022
Q4 | $234K | Sell |
4,095
-428
| -9% | -$24.5K | ﹤0.01% | 1248 |
|
|
2022
Q3 | $220K | Sell |
4,523
-1,363
| -23% | -$66.3K | ﹤0.01% | 1020 |
|
|
2022
Q2 | $321K | Buy |
5,886
+2,052
| +54% | +$112K | ﹤0.01% | 882 |
|
|
2022
Q1 | $244K | Buy |
+3,834
| New | +$244K | ﹤0.01% | 800 |
|