Coldstream Capital Management’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
Q2 | – | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $308K | Buy |
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|
2024
Q3 | $339K | Buy |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q4 | $259K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $492K | Sell |
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|
2016
Q2 | $892K | Buy |
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|
2016
Q1 | $357K | Buy |
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|
2015
Q4 | $323K | Sell |
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|
2015
Q3 | $308K | Buy |
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|
2015
Q2 | $282K | Buy |
|