GIA
GHP Investment Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
28,117
+555
| +2% | +$36.4K | 0.08% | 228 |
|
|
2025
Q1 | $1.8M | Sell |
27,562
-1,536
| -5% | -$100K | 0.09% | 230 |
|
|
2024
Q4 | $1.98M | Sell |
29,098
-2,308
| -7% | -$157K | 0.09% | 227 |
|
|
2024
Q3 | $2.82M | Buy |
31,406
+2,166
| +7% | +$195K | 0.13% | 203 |
|
|
2024
Q2 | $2.39M | Buy |
29,240
+5,358
| +22% | +$438K | 0.12% | 210 |
|
|
2024
Q1 | $2.14M | Buy |
23,882
+2,512
| +12% | +$225K | 0.11% | 219 |
|
|
2023
Q4 | $1.76M | Buy |
21,370
+4,113
| +24% | +$339K | 0.1% | 231 |
|
|
2023
Q3 | $1.21M | Buy |
17,257
+1,601
| +10% | +$112K | 0.07% | 244 |
|
|
2023
Q2 | $1.12M | Buy |
15,656
+1,667
| +12% | +$119K | 0.07% | 252 |
|
|
2023
Q1 | $967K | Buy |
13,989
+1,489
| +12% | +$103K | 0.06% | 260 |
|
|
2022
Q4 | $716K | Sell |
12,500
-1,689
| -12% | -$96.7K | 0.05% | 277 |
|
|
2022
Q3 | $689K | Buy |
14,189
+1,835
| +15% | +$89.1K | 0.05% | 264 |
|
|
2022
Q2 | $676K | Buy |
12,354
+4,830
| +64% | +$264K | 0.05% | 268 |
|
|
2022
Q1 | $481K | Buy |
+7,524
| New | +$481K | 0.03% | 291 |
|