Corient Private Wealth’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.63M | Buy |
70,594
+36,887
| +109% | +$2.42M | ﹤0.01% | 781 |
|
|
2025
Q1 | $2.2M | Sell |
33,707
-12,709
| -27% | -$831K | ﹤0.01% | 943 |
|
|
2024
Q4 | $3.17M | Buy |
46,416
+5,972
| +15% | +$407K | 0.01% | 835 |
|
|
2024
Q3 | $3.63M | Sell |
40,444
-10,403
| -20% | -$935K | 0.01% | 829 |
|
|
2024
Q2 | $4.16M | Buy |
50,847
+144
| +0.3% | +$11.8K | 0.01% | 755 |
|
|
2024
Q1 | $4.54M | Buy |
50,703
+2,948
| +6% | +$264K | 0.01% | 728 |
|
|
2023
Q4 | $3.94M | Sell |
47,755
-102
| -0.2% | -$8.41K | 0.01% | 768 |
|
|
2023
Q3 | $3.16M | Sell |
47,857
-706
| -1% | -$46.7K | 0.01% | 761 |
|
|
2023
Q2 | $3.53M | Sell |
48,563
-28,473
| -37% | -$2.07M | 0.01% | 726 |
|
|
2023
Q1 | $5.33M | Buy |
+77,036
| New | +$5.33M | 0.01% | 574 |
|