Financial Management Professionals’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.69K | Buy |
102
+19
| +23% | +$1.25K | ﹤0.01% | 594 |
|
|
2025
Q1 | $5.43K | Hold |
83
| – | – | ﹤0.01% | 624 |
|
|
2024
Q4 | $5.66K | Hold |
83
| – | – | ﹤0.01% | 598 |
|
|
2024
Q3 | $7K | Hold |
83
| – | – | ﹤0.01% | 575 |
|
|
2024
Q2 | $7K | Hold |
83
| – | – | ﹤0.01% | 530 |
|
|
2024
Q1 | $7K | Hold |
83
| – | – | ﹤0.01% | 589 |
|
|
2023
Q4 | $7K | Hold |
83
| – | – | ﹤0.01% | 593 |
|
|
2023
Q3 | $5K | Hold |
83
| – | – | ﹤0.01% | 587 |
|
|
2023
Q2 | $6K | Buy |
83
+16
| +24% | +$1.16K | ﹤0.01% | 623 |
|
|
2023
Q1 | $5K | Buy |
67
+12
| +22% | +$896 | ﹤0.01% | 669 |
|
|
2022
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 678 |
|
|
2022
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 660 |
|
|
2022
Q2 | $3K | Sell |
55
-21
| -28% | -$1.15K | ﹤0.01% | 678 |
|
|
2022
Q1 | $5K | Buy |
76
+6
| +9% | +$395 | ﹤0.01% | 618 |
|
|
2021
Q4 | $6K | Hold |
70
| – | – | ﹤0.01% | 550 |
|
|
2021
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 606 |
|
|
2021
Q2 | $5K | Buy |
70
+6
| +9% | +$429 | ﹤0.01% | 506 |
|
|
2021
Q1 | $4K | Buy |
64
+9
| +16% | +$563 | ﹤0.01% | 493 |
|
|
2020
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 493 |
|
|
2020
Q3 | $3K | Buy |
55
+5
| +10% | +$273 | ﹤0.01% | 447 |
|
|
2020
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 483 |
|