Cresset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
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|
2025
Q1 | $13.6M | Buy |
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|
2024
Q4 | $5.91M | Sell |
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|
2024
Q3 | $9.21M | Sell |
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|
2024
Q2 | $8.42M | Buy |
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|
2024
Q1 | $8.4M | Sell |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $8.71M | Buy |
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|
2023
Q2 | $9.19M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $796K | Sell |
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|
2021
Q4 | $3.42M | Buy |
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.33M | Buy |
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|
2021
Q1 | $817K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $38K | Buy |
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|
2018
Q4 | $2K | Buy |
|