CVA Family Office’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 | $6.23K | Buy |
95
+16
| +20% | +$1.05K | ﹤0.01% | 861 |
|
|
2025
Q1 | $5.16K | Sell |
79
-7
| -8% | -$457 | ﹤0.01% | 891 |
|
|
2024
Q4 | $5.87K | Buy |
86
+7
| +9% | +$477 | ﹤0.01% | 863 |
|
|
2024
Q3 | $7.1K | Sell |
79
-9
| -10% | -$809 | ﹤0.01% | 805 |
|
|
2024
Q2 | $7.2K | Buy |
88
+9
| +11% | +$736 | ﹤0.01% | 787 |
|
|
2024
Q1 | $7.07K | Hold |
79
| – | – | ﹤0.01% | 802 |
|
|
2023
Q4 | $6.51K | Buy |
+79
| New | +$6.51K | ﹤0.01% | 783 |
|
|
2023
Q3 | – | Sell |
-79
| Closed | -$5.75K | – | 267 |
|
|
2023
Q2 | $5.75K | Buy |
+79
| New | +$5.75K | ﹤0.01% | 788 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$2K | – | 902 |
|
|
2022
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 861 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | -$4K | – | 390 |
|
|
2021
Q2 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 788 |
|