GAM
GEM Asset Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
3,053
| – | – | 0.11% | 94 |
|
|
2025
Q1 | $200K | Sell |
3,053
-331
| -10% | -$21.7K | 0.11% | 91 |
|
|
2024
Q4 | $231K | Hold |
3,384
| – | – | 0.13% | 83 |
|
|
2024
Q3 | $298K | Hold |
3,384
| – | – | 0.17% | 75 |
|
|
2024
Q2 | $277K | Buy |
3,384
+100
| +3% | +$8.18K | 0.17% | 72 |
|
|
2024
Q1 | $284K | Sell |
3,284
-1,129
| -26% | -$97.6K | 0.19% | 68 |
|
|
2023
Q4 | $364K | Sell |
4,413
-137
| -3% | -$11.3K | 0.25% | 59 |
|
|
2023
Q3 | $301K | Hold |
4,550
| – | – | 0.24% | 61 |
|
|
2023
Q2 | $331K | Hold |
4,550
| – | – | 0.26% | 56 |
|
|
2023
Q1 | $315K | Hold |
4,550
| – | – | 0.25% | 55 |
|
|
2022
Q4 | $260K | Buy |
+4,550
| New | +$260K | 0.22% | 59 |
|