Dumont & Blake Investment Advisors’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
$223K Buy
2025
Q1
Sell
2024
Q4
$207K Hold
2024
Q3
$273K Sell
2024
Q2
$497K Buy
2024
Q1
$272K Buy
2023
Q4
$246K Buy
2023
Q3
Sell
2023
Q2
$209K Buy