EF
Empirical Finance’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
4,617
+29
| +0.6% | +$1.9K | 0.02% | 471 |
|
|
2025
Q1 | $300K | Buy |
4,588
+316
| +7% | +$20.7K | 0.02% | 466 |
|
|
2024
Q4 | $291K | Sell |
4,272
-48
| -1% | -$3.27K | 0.02% | 466 |
|
|
2024
Q3 | $388K | Buy |
4,320
+77
| +2% | +$6.92K | 0.02% | 450 |
|
|
2024
Q2 | $347K | Sell |
4,243
-375
| -8% | -$30.7K | 0.02% | 455 |
|
|
2024
Q1 | $413K | Buy |
4,618
+149
| +3% | +$13.3K | 0.03% | 458 |
|
|
2023
Q4 | $368K | Buy |
4,469
+202
| +5% | +$16.7K | 0.03% | 456 |
|
|
2023
Q3 | $282K | Buy |
4,267
+395
| +10% | +$26.1K | 0.02% | 480 |
|
|
2023
Q2 | $282K | Buy |
3,872
+438
| +13% | +$31.9K | 0.02% | 477 |
|
|
2023
Q1 | $237K | Buy |
+3,434
| New | +$237K | 0.02% | 478 |
|