Congress Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.41M | Sell |
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|
2019
Q3 | $5.74M | Sell |
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|
2019
Q2 | $44.9M | Buy |
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|
2019
Q1 | $46.7M | Buy |
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|
2018
Q4 | $29.5M | Sell |
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|
2018
Q3 | $45.6M | Buy |
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|
2018
Q2 | $50.4M | Sell |
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|
2018
Q1 | $54.3M | Buy |
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|
2017
Q4 | $51.9M | Buy |
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|
2017
Q3 | $5.34M | Buy |
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|
2017
Q2 | $4.61M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2.39M | Sell |
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|
2014
Q1 | $18.8M | Buy |
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|
2013
Q4 | $14.5M | Sell |
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|
2013
Q3 | $15.4M | Buy |
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|
2013
Q2 | $11.9M | Buy |
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