Creative Planning’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
Q3 | $4.86M | Buy |
|
|||||
|
2025
Q2 | $3.5M | Sell |
|
|||||
|
2025
Q1 | $3.62M | Buy |
|
|||||
|
2024
Q4 | $3.68M | Buy |
|
|||||
|
2024
Q3 | $4.84M | Sell |
|
|||||
|
2024
Q2 | $4.91M | Sell |
|
|||||
|
2024
Q1 | $5.86M | Sell |
|
|||||
|
2023
Q4 | $6.47M | Buy |
|
|||||
|
2023
Q3 | $4.93M | Buy |
|
|||||
|
2023
Q2 | $1.2M | Buy |
|
|||||
|
2023
Q1 | $1.12M | Buy |
|
|||||
|
2022
Q4 | $913K | Buy |
|
|||||
|
2022
Q3 | $685K | Buy |
|
|||||
|
2022
Q2 | $703K | Buy |
|
|||||
|
2022
Q1 | $321K | Sell |
|
|||||
|
2021
Q4 | $460K | Buy |
|
|||||
|
2021
Q3 | $283K | Sell |
|
|||||
|
2021
Q2 | $345K | Buy |
|
|||||
|
2021
Q1 | $302K | Buy |
|
|||||
|
2020
Q4 | $214K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $260K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $202K | Buy |
|
|||||
|
2019
Q1 | $217K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $201K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $135K | Sell |
|
|||||
|
2017
Q1 | $151K | Buy |
|
|||||
|
2016
Q4 | $60K | Sell |
|
|||||
|
2016
Q3 | $66K | Buy |
|
|||||
|
2016
Q2 | $17K | Sell |
|
|||||
|
2016
Q1 | $41K | Buy |
|
|||||
|
2015
Q4 | $12K | Sell |
|
|||||
|
2015
Q3 | $15K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $87K | Hold |
|
|||||
|
2014
Q4 | $75K | Hold |
|
|||||
|
2014
Q3 | $63K | Hold |
|
|||||
|
2014
Q2 | $66K | Hold |
|
|||||
|
2014
Q1 | $61K | Hold |
|
|||||
|
2013
Q4 | $72K | Buy |
|
|||||
|
2013
Q3 | $25K | Buy |
|
|||||
|
2013
Q2 | $6K | Buy |
|