CWM
CIBC World Markets’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
9,784
-4,544
| -32% | -$298K | ﹤0.01% | 702 |
|
|
2025
Q1 | $936K | Sell |
14,328
-4,502
| -24% | -$294K | 0.01% | 714 |
|
|
2024
Q4 | $1.28M | Buy |
18,830
+2,473
| +15% | +$169K | 0.01% | 588 |
|
|
2024
Q3 | $1.47M | Buy |
16,357
+728
| +5% | +$65.4K | 0.01% | 568 |
|
|
2024
Q2 | $1.28M | Buy |
15,629
+3,305
| +27% | +$270K | 0.01% | 567 |
|
|
2024
Q1 | $1.1M | Sell |
12,324
-3,538
| -22% | -$317K | 0.01% | 633 |
|
|
2023
Q4 | $1.31M | Buy |
15,862
+8,985
| +131% | +$741K | 0.01% | 581 |
|
|
2023
Q3 | $455K | Sell |
6,877
-7,712
| -53% | -$510K | ﹤0.01% | 573 |
|
|
2023
Q2 | $1.06M | Buy |
14,589
+8,173
| +127% | +$595K | 0.01% | 545 |
|
|
2023
Q1 | $444K | Sell |
6,416
-8,499
| -57% | -$588K | 0.01% | 590 |
|
|
2022
Q4 | $854K | Buy |
+14,915
| New | +$854K | 0.01% | 606 |
|
|
2022
Q3 | – | Sell |
-9,078
| Closed | -$496K | – | 546 |
|
|
2022
Q2 | $496K | Buy |
9,078
+1,094
| +14% | +$59.8K | ﹤0.01% | 591 |
|
|
2022
Q1 | $510K | Buy |
7,984
+3,236
| +68% | +$207K | ﹤0.01% | 589 |
|
|
2021
Q4 | $408K | Sell |
4,748
-2,761
| -37% | -$237K | ﹤0.01% | 568 |
|
|
2021
Q3 | $459K | Sell |
7,509
-1,827
| -20% | -$112K | ﹤0.01% | 586 |
|
|
2021
Q2 | $673K | Sell |
9,336
-3,578
| -28% | -$258K | ﹤0.01% | 573 |
|
|
2021
Q1 | $873K | Sell |
12,914
-12,040
| -48% | -$814K | 0.01% | 599 |
|
|
2020
Q4 | $1.37M | Sell |
24,954
-28,808
| -54% | -$1.58M | 0.01% | 598 |
|
|
2020
Q3 | $2.84M | Buy |
53,762
+2,031
| +4% | +$107K | 0.03% | 356 |
|
|
2020
Q2 | $2.44M | Buy |
51,731
+41,700
| +416% | +$1.97M | 0.03% | 355 |
|
|
2020
Q1 | $379K | Sell |
10,031
-6,172
| -38% | -$233K | ﹤0.01% | 537 |
|
|
2019
Q4 | $772K | Sell |
16,203
-4,387
| -21% | -$209K | 0.01% | 679 |
|
|
2019
Q3 | $982K | Sell |
20,590
-19,863
| -49% | -$947K | 0.01% | 521 |
|
|
2019
Q2 | $1.91M | Sell |
40,453
-8,223
| -17% | -$388K | 0.01% | 518 |
|
|
2019
Q1 | $2.6M | Buy |
48,676
+23,591
| +94% | +$1.26M | 0.02% | 411 |
|
|
2018
Q4 | $1.07M | Sell |
25,085
-49,148
| -66% | -$2.1M | 0.01% | 508 |
|
|
2018
Q3 | $3.96M | Buy |
74,233
+25,439
| +52% | +$1.36M | 0.03% | 363 |
|
|
2018
Q2 | $2.89M | Buy |
48,794
+17,695
| +57% | +$1.05M | 0.02% | 418 |
|
|
2018
Q1 | $1.98M | Buy |
31,099
+1,633
| +6% | +$104K | 0.02% | 457 |
|
|
2017
Q4 | $1.81M | Buy |
29,466
+8,141
| +38% | +$499K | 0.01% | 504 |
|
|
2017
Q3 | $1.27M | Buy |
+21,325
| New | +$1.27M | 0.01% | 499 |
|