Commonwealth Equity Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.98M | Buy |
75,566
+287
| +0.4% | +$20.7K | 0.01% | 1332 |
|
|
2025
Q4 | $5.03M | Sell |
75,279
-5,286
| -7% | -$357K | 0.01% | 1313 |
|
|
2025
Q3 | $5.91M | Sell |
80,565
-3,995
| -5% | -$285K | 0.01% | 1225 |
|
|
2025
Q2 | $5.54M | Sell |
84,560
-4,023
| -5% | -$263K | 0.01% | 1257 |
|
|
2025
Q1 | $5.79M | Sell |
88,583
-558
| -0.6% | -$37.7K | 0.01% | 1186 |
|
|
2024
Q4 | $6.08M | Sell |
89,141
-7,494
| -8% | -$568K | 0.01% | 1122 |
|
|
2024
Q3 | $8.68M | Sell |
96,635
-11,539
| -11% | -$955K | 0.01% | 906 |
|
|
2024
Q2 | $8.85M | Sell |
108,174
-1,306
| -1% | -$111K | 0.01% | 861 |
|
|
2024
Q1 | $9.79M | Sell |
109,480
-1,326
| -1% | -$109K | 0.02% | 794 |
|
|
2023
Q4 | $9.13M | Sell |
110,806
-36,757
| -25% | -$2.71M | 0.02% | 778 |
|
|
2023
Q3 | $9.76M | Sell |
147,563
-714
| -0.5% | -$50.7K | 0.02% | 684 |
|
|
2023
Q2 | $10.8M | Sell |
148,277
-3,910
| -3% | -$268K | 0.02% | 648 |
|
|
2023
Q1 | $10.5K | Buy |
152,187
+81
| +0.1% | +$5.26K | 0.02% | 645 |
|
|
2022
Q4 | $8.71M | Buy |
152,106
+4,186
| +3% | +$234K | 0.02% | 686 |
|
|
2022
Q3 | $7.18M | Buy |
147,920
+13,894
| +10% | +$798K | 0.02% | 727 |
|
|
2022
Q2 | $7.33M | Buy |
134,026
+96,340
| +256% | +$5.78M | 0.02% | 717 |
|
|
2022
Q1 | $2.41M | Sell |
37,686
-265
| -0.7% | -$19.3K | 0.01% | 1389 |
|
|
2021
Q4 | $3.26M | Buy |
37,951
+540
| +1% | +$41.2K | 0.01% | 1165 |
|
|
2021
Q3 | $2.28M | Buy |
37,411
+347
| +0.9% | +$24.2K | 0.01% | 1347 |
|
|
2021
Q2 | $2.67M | Sell |
37,064
-18
| -0% | -$1.24K | 0.01% | 1239 |
|
|
2021
Q1 | $2.51M | Buy |
37,082
+501
| +1% | +$30.5K | 0.01% | 1178 |
|
|
2020
Q4 | $2M | Buy |
36,581
+49
| +0.1% | +$2.7K | 0.01% | 1228 |
|
|
2020
Q3 | $1.93M | Sell |
36,532
-1,073
| -3% | -$53.6K | 0.01% | 1120 |
|
|
2020
Q2 | $1.77M | Sell |
37,605
-1,340
| -3% | -$58.5K | 0.01% | 1089 |
|
|
2020
Q1 | $1.47M | Buy |
38,945
+5,896
| +18% | +$251K | 0.01% | 1052 |
|
|
2019
Q4 | $1.57M | Sell |
33,049
-1,016
| -3% | -$49.3K | 0.01% | 1171 |
|
|
2019
Q3 | $1.63M | Sell |
34,065
-3,249
| -9% | -$150K | 0.01% | 1092 |
|
|
2019
Q2 | $1.76M | Buy |
37,314
+1,703
| +5% | +$83.5K | 0.01% | 1026 |
|
|
2019
Q1 | $1.9M | Buy |
35,611
+57
| +0.2% | +$2.83K | 0.01% | 942 |
|
|
2018
Q4 | $1.52M | Sell |
35,554
-1,387
| -4% | -$63.8K | 0.01% | 976 |
|
|
2018
Q3 | $1.97M | Buy |
36,941
+11,366
| +44% | +$667K | 0.01% | 933 |
|
|
2018
Q2 | $1.51M | Buy |
25,575
+136
| +0.5% | +$8.57K | 0.01% | 1052 |
|
|
2018
Q1 | $1.62M | Buy |
25,439
+490
| +2% | +$31.6K | 0.01% | 992 |
|
|
2017
Q4 | $1.53M | Sell |
24,949
-165
| -0.7% | -$10K | 0.01% | 987 |
|
|
2017
Q3 | $1.49M | Buy |
25,114
+693
| +3% | +$38.9K | 0.01% | 969 |
|
|
2017
Q2 | $1.38M | Sell |
24,421
-857
| -3% | -$46.3K | 0.01% | 987 |
|
|
2017
Q1 | $1.29M | Buy |
25,278
+930
| +4% | +$46.1K | 0.01% | 990 |
|
|
2016
Q4 | $1.15M | Sell |
24,348
-356
| -1% | -$17.2K | 0.01% | 958 |
|
|
2016
Q3 | $1.22M | Buy |
24,704
+74
| +0.3% | +$3.46K | 0.01% | 907 |
|
|
2016
Q2 | $1.08M | Buy |
24,630
+24
| +0.1% | +$969 | 0.01% | 934 |
|
|
2016
Q1 | $939K | Sell |
24,606
-982
| -4% | -$34.3K | 0.01% | 978 |
|
|
2015
Q4 | $980K | Sell |
25,588
-390
| -2% | -$14.7K | 0.01% | 943 |
|
|
2015
Q3 | $847K | Sell |
25,978
-9,040
| -26% | -$309K | 0.01% | 975 |
|
|
2015
Q2 | $1.26M | Buy |
35,018
+112
| +0.3% | +$3.86K | 0.01% | 833 |
|
|
2015
Q1 | $1.15M | Buy |
34,906
+4,882
| +16% | +$148K | 0.01% | 880 |
|
|
2014
Q4 | $847K | Sell |
30,024
-164
| -0.5% | -$4.28K | 0.01% | 977 |
|
|
2014
Q3 | $714K | Buy |
30,188
+40
| +0.1% | +$971 | 0.01% | 1037 |
|
|
2014
Q2 | $747K | Sell |
30,148
-222
| -0.7% | -$5.33K | 0.01% | 1026 |
|
|
2014
Q1 | $699K | Sell |
30,370
-382
| -1% | -$9.31K | 0.01% | 1008 |
|
|
2013
Q4 | $829K | Sell |
30,752
-446
| -1% | -$11.4K | 0.01% | 862 |
|
|
2013
Q3 | $705K | Buy |
31,198
+1,770
| +6% | +$37K | 0.01% | 899 |
|
|
2013
Q2 | $534K | Buy |
+29,428
| New | +$550K | 0.01% | 989 |
|
Other funds holding AOS
VCM
VPM