Charles Schwab’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 | $81.2M | Sell |
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|
2025
Q2 | $83M | Buy |
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|
2025
Q1 | $81.8M | Buy |
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|
2024
Q4 | $84M | Buy |
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|
2024
Q3 | $109M | Sell |
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|
2024
Q2 | $100M | Sell |
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|
2024
Q1 | $110M | Buy |
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|
2023
Q4 | $100M | Sell |
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|
2023
Q3 | $84.4M | Buy |
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|
2023
Q2 | $92.1M | Sell |
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|
2023
Q1 | $89.1M | Buy |
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|
2022
Q4 | $73.2M | Buy |
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|
2022
Q3 | $61M | Buy |
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|
2022
Q2 | $67.9M | Buy |
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|
2022
Q1 | $78.8M | Buy |
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|
2021
Q4 | $105M | Sell |
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|
2021
Q3 | $75.9M | Buy |
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|
2021
Q2 | $66.8M | Sell |
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|
2021
Q1 | $128M | Sell |
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|
2020
Q4 | $105M | Sell |
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|
2020
Q3 | $104M | Sell |
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|
2020
Q2 | $96.3M | Buy |
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|
2020
Q1 | $35M | Buy |
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|
2019
Q4 | $42.9M | Buy |
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|
2019
Q3 | $42.5M | Buy |
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|
2019
Q2 | $41.9M | Buy |
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|
2019
Q1 | $46.1M | Sell |
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|
2018
Q4 | $42.4M | Buy |
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|
2018
Q3 | $50.8M | Buy |
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|
2018
Q2 | $53.5M | Buy |
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|
2018
Q1 | $54.2M | Buy |
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|
2017
Q4 | $49.5M | Buy |
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|
2017
Q3 | $46.5M | Buy |
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|
2017
Q2 | $31.2M | Buy |
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|
2017
Q1 | $26.6M | Buy |
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|
2016
Q4 | $22.9M | Buy |
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|
2016
Q3 | $22.7M | Buy |
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|
2016
Q2 | $19.3M | Buy |
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|
2016
Q1 | $16M | Buy |
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|
2015
Q4 | $15.4M | Buy |
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|
2015
Q3 | $12.4M | Sell |
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|
2015
Q2 | $16.7M | Buy |
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|
2015
Q1 | $14.5M | Buy |
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|
2014
Q4 | $10.8M | Buy |
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|
2014
Q3 | $8.5M | Buy |
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|
2014
Q2 | $8.73M | Buy |
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|
2014
Q1 | $8.02M | Buy |
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|
2013
Q4 | $8.53M | Buy |
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|
2013
Q3 | $6.8M | Buy |
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|
2013
Q2 | $5.11M | Buy |
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