CIM
Confluence Investment Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Buy |
331,666
+847
| +0.3% | +$55.5K | 0.31% | 79 |
|
|
2025
Q1 | $21.6M | Buy |
330,819
+66,657
| +25% | +$4.36M | 0.31% | 80 |
|
|
2024
Q4 | $18M | Sell |
264,162
-8,056
| -3% | -$550K | 0.25% | 91 |
|
|
2024
Q3 | $24.5M | Sell |
272,218
-320
| -0.1% | -$28.7K | 0.33% | 76 |
|
|
2024
Q2 | $22.3M | Buy |
+272,538
| New | +$22.3M | 0.32% | 77 |
|