Evercore Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $4.06M | Sell |
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|
2019
Q3 | $37.3M | Buy |
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|
2019
Q2 | $36.4M | Buy |
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|
2019
Q1 | $40.3M | Sell |
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|
2018
Q4 | $35.6M | Buy |
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|
2018
Q3 | $44.1M | Buy |
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|
2018
Q2 | $46.5M | Buy |
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|
2018
Q1 | $47.9M | Sell |
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|
2017
Q4 | $47.4M | Sell |
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|
2017
Q3 | $46.5M | Sell |
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|
2017
Q2 | $44.8M | Sell |
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|
2017
Q1 | $41.8M | Buy |
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|
2016
Q4 | $38.6M | Sell |
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|
2016
Q3 | $40.4M | Sell |
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|
2016
Q2 | $38.8M | Buy |
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|
2016
Q1 | $33.2M | Buy |
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|
2015
Q4 | $23.2M | Buy |
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