Ethic Inc’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Sell |
6,752
-461
| -6% | -$30.3K | 0.01% | 857 |
|
|
2025
Q1 | $473K | Sell |
7,213
-3,918
| -35% | -$257K | 0.01% | 808 |
|
|
2024
Q4 | $759K | Sell |
11,131
-7,387
| -40% | -$504K | 0.02% | 675 |
|
|
2024
Q3 | $1.66M | Sell |
18,518
-139
| -0.7% | -$12.4K | 0.04% | 436 |
|
|
2024
Q2 | $1.53M | Buy |
18,657
+139
| +0.8% | +$11.4K | 0.04% | 459 |
|
|
2024
Q1 | $1.66M | Buy |
18,518
+863
| +5% | +$77.2K | 0.04% | 437 |
|
|
2023
Q4 | $1.46M | Buy |
17,655
+774
| +5% | +$63.8K | 0.04% | 437 |
|
|
2023
Q3 | $1.12M | Sell |
16,881
-833
| -5% | -$55.1K | 0.04% | 449 |
|
|
2023
Q2 | $1.29M | Sell |
17,714
-133
| -0.7% | -$9.68K | 0.05% | 391 |
|
|
2023
Q1 | $1.23M | Buy |
17,847
+8,641
| +94% | +$598K | 0.05% | 386 |
|
|
2022
Q4 | $527K | Sell |
9,206
-2,524
| -22% | -$144K | 0.03% | 562 |
|
|
2022
Q3 | $570K | Buy |
11,730
+2,757
| +31% | +$134K | 0.04% | 458 |
|
|
2022
Q2 | $491K | Buy |
8,973
+3,785
| +73% | +$207K | 0.03% | 473 |
|
|
2022
Q1 | $331K | Buy |
5,188
+2,206
| +74% | +$141K | 0.02% | 576 |
|
|
2021
Q4 | $256K | Buy |
+2,982
| New | +$256K | 0.02% | 557 |
|