First Manhattan’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 | $213K | Hold |
3,246
| – | – | ﹤0.01% | 665 |
|
|
2025
Q1 | $212K | Sell |
3,246
-346
| -10% | -$22.6K | ﹤0.01% | 642 |
|
|
2024
Q4 | $245K | Sell |
3,592
-758
| -17% | -$51.7K | ﹤0.01% | 623 |
|
|
2024
Q3 | $391K | Hold |
4,350
| – | – | ﹤0.01% | 536 |
|
|
2024
Q2 | $356K | Hold |
4,350
| – | – | ﹤0.01% | 540 |
|
|
2024
Q1 | $389K | Hold |
4,350
| – | – | ﹤0.01% | 541 |
|
|
2023
Q4 | $359K | Hold |
4,350
| – | – | ﹤0.01% | 535 |
|
|
2023
Q3 | $288K | Buy |
+4,350
| New | +$288K | ﹤0.01% | 591 |
|
|
2021
Q1 | – | Sell |
-20
| Closed | -$1K | – | 1465 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1291 |
|
|
2020
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1281 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$2K | – | 1318 |
|
|
2019
Q2 | $2K | Sell |
50
-14,975
| -100% | -$599K | ﹤0.01% | 1303 |
|
|
2019
Q1 | $801K | Buy |
+15,025
| New | +$801K | ﹤0.01% | 476 |
|
|
2018
Q1 | – | Sell |
-4,306
| Closed | -$263K | – | 1371 |
|
|
2017
Q4 | $263K | Buy |
+4,306
| New | +$263K | ﹤0.01% | 659 |
|