EAM
Empirical Asset Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,151
| Closed | -$467K | – | 317 |
|
|
2025
Q1 | $467K | Buy |
+7,151
| New | +$467K | 0.16% | 202 |
|
|
2024
Q1 | – | Sell |
-10,234
| Closed | -$844K | – | 277 |
|
|
2023
Q4 | $844K | Buy |
10,234
+1,600
| +19% | +$132K | 0.69% | 45 |
|
|
2023
Q3 | $571K | Buy |
+8,634
| New | +$571K | 0.5% | 75 |
|
|
2022
Q3 | – | Sell |
-6,995
| Closed | -$382K | – | 150 |
|
|
2022
Q2 | $382K | Buy |
+6,995
| New | +$382K | 0.4% | 92 |
|
|
2022
Q1 | – | Sell |
-6,384
| Closed | -$548K | – | 149 |
|
|
2021
Q4 | $548K | Buy |
+6,384
| New | +$548K | 0.53% | 68 |
|