CIBC Private Wealth Group’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Sell |
12,255
-2,999
| -20% | -$197K | ﹤0.01% | 712 |
|
|
2025
Q1 | $910K | Sell |
15,254
-1,209
| -7% | -$72.1K | ﹤0.01% | 664 |
|
|
2024
Q4 | $1.13M | Sell |
16,463
-3,572
| -18% | -$245K | ﹤0.01% | 664 |
|
|
2024
Q3 | $1.8M | Sell |
20,035
-228
| -1% | -$20.5K | ﹤0.01% | 583 |
|
|
2024
Q2 | $1.64M | Sell |
20,263
-79
| -0.4% | -$6.4K | ﹤0.01% | 574 |
|
|
2024
Q1 | $1.81M | Sell |
20,342
-104
| -0.5% | -$9.26K | ﹤0.01% | 560 |
|
|
2023
Q4 | $1.69M | Buy |
20,446
+1,791
| +10% | +$148K | ﹤0.01% | 534 |
|
|
2023
Q3 | $1.23M | Buy |
18,655
+911
| +5% | +$60.2K | ﹤0.01% | 569 |
|
|
2023
Q2 | $1.29M | Sell |
17,744
-500
| -3% | -$36.4K | ﹤0.01% | 557 |
|
|
2023
Q1 | $1.26M | Sell |
18,244
-7,830
| -30% | -$541K | ﹤0.01% | 574 |
|
|
2022
Q4 | $1.49K | Sell |
26,074
-324
| -1% | -$19 | ﹤0.01% | 762 |
|
|
2022
Q3 | $1.28M | Sell |
26,398
-112
| -0.4% | -$5.44K | ﹤0.01% | 548 |
|
|
2022
Q2 | $1.45M | Sell |
26,510
-9
| -0% | -$492 | ﹤0.01% | 545 |
|
|
2022
Q1 | $1.69M | Sell |
26,519
-837
| -3% | -$53.5K | ﹤0.01% | 551 |
|
|
2021
Q4 | $2.35M | Sell |
27,356
-419
| -2% | -$36K | ﹤0.01% | 498 |
|
|
2021
Q3 | $1.7M | Buy |
27,775
+708
| +3% | +$43.2K | ﹤0.01% | 531 |
|
|
2021
Q2 | $1.95M | Buy |
27,067
+577
| +2% | +$41.6K | ﹤0.01% | 538 |
|
|
2021
Q1 | $1.79M | Buy |
26,490
+215
| +0.8% | +$14.5K | ﹤0.01% | 552 |
|
|
2020
Q4 | $1.44M | Buy |
26,275
+479
| +2% | +$26.3K | ﹤0.01% | 563 |
|
|
2020
Q3 | $1.36M | Buy |
+25,796
| New | +$1.36M | ﹤0.01% | 510 |
|
|
2020
Q2 | – | Sell |
-25,975
| Closed | -$982K | – | 602 |
|
|
2020
Q1 | $982K | Buy |
25,975
+832
| +3% | +$31.5K | ﹤0.01% | 514 |
|
|
2019
Q4 | $1.2M | Sell |
25,143
-102
| -0.4% | -$4.86K | ﹤0.01% | 549 |
|
|
2019
Q3 | $1.2M | Buy |
25,245
+735
| +3% | +$35.1K | ﹤0.01% | 541 |
|
|
2019
Q2 | $1.16M | Sell |
24,510
-5,570
| -19% | -$263K | ﹤0.01% | 546 |
|
|
2019
Q1 | $1.6M | Buy |
30,080
+3,095
| +11% | +$165K | 0.01% | 501 |
|
|
2018
Q4 | $1.15M | Sell |
26,985
-5,715
| -17% | -$244K | 0.01% | 541 |
|
|
2018
Q3 | $1.75M | Sell |
32,700
-329,318
| -91% | -$17.6M | 0.01% | 548 |
|
|
2018
Q2 | $21.4M | Sell |
362,018
-474,973
| -57% | -$28.1M | 0.09% | 201 |
|
|
2018
Q1 | $53.2M | Sell |
836,991
-6,684
| -0.8% | -$425K | 0.23% | 118 |
|
|
2017
Q4 | $51.7M | Buy |
843,675
+225,071
| +36% | +$13.8M | 0.22% | 126 |
|
|
2017
Q3 | $36.8M | Buy |
+618,604
| New | +$36.8M | 0.17% | 147 |
|