Cerity Partners’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 | $1.13M | Buy |
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|
2025
Q2 | $756K | Sell |
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|
2025
Q1 | $913K | Sell |
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|
2024
Q4 | $2.14M | Sell |
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|
2024
Q3 | $3.17M | Buy |
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|
2024
Q2 | $1.77M | Sell |
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|
2024
Q1 | $3.75M | Buy |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $220K | Sell |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $244K | Buy |
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