DBIA
Dumont & Blake Investment Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,038
| Closed | -$207K | – | 206 |
|
|
2024
Q4 | $207K | Hold |
3,038
| – | – | 0.06% | 188 |
|
|
2024
Q3 | $273K | Sell |
3,038
-3,038
| -50% | -$273K | 0.07% | 175 |
|
|
2024
Q2 | $497K | Buy |
6,076
+3,038
| +100% | +$248K | 0.07% | 176 |
|
|
2024
Q1 | $272K | Buy |
3,038
+53
| +2% | +$4.74K | 0.08% | 173 |
|
|
2023
Q4 | $246K | Buy |
+2,985
| New | +$246K | 0.08% | 171 |
|
|
2023
Q3 | – | Sell |
-2,870
| Closed | -$209K | – | 185 |
|
|
2023
Q2 | $209K | Buy |
+2,870
| New | +$209K | 0.07% | 175 |
|