Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-180
| Closed | -$14.8K | – | 302 |
|
|
2023
Q4 | $14.8K | Sell |
180
-2
| -1% | -$147 | ﹤0.01% | 772 |
|
|
2023
Q3 | $12K | Sell |
182
-1
| -0.5% | -$71 | ﹤0.01% | 801 |
|
|
2023
Q2 | $13.3K | Hold |
183
| – | – | ﹤0.01% | 735 |
|
|
2023
Q1 | $12.7K | Buy |
183
+4
| +2% | +$260 | ﹤0.01% | 751 |
|
|
2022
Q4 | $10.2K | Sell |
179
-3
| -2% | -$168 | ﹤0.01% | 818 |
|
|
2022
Q3 | $9K | Buy |
182
+23
| +14% | +$1.32K | ﹤0.01% | 812 |
|
|
2022
Q2 | $9K | Buy |
159
+58
| +57% | +$3.48K | ﹤0.01% | 832 |
|
|
2022
Q1 | $6K | Sell |
101
-7
| -6% | -$509 | ﹤0.01% | 946 |
|
|
2021
Q4 | $9K | Buy |
108
+50
| +86% | +$3.81K | ﹤0.01% | 811 |
|
|
2021
Q3 | $4K | Hold |
58
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q2 | $4K | Buy |
58
+3
| +5% | +$207 | ﹤0.01% | 962 |
|
|
2021
Q1 | $4K | Buy |
55
+6
| +12% | +$365 | ﹤0.01% | 903 |
|
|
2020
Q4 | $3K | Buy |
49
+3
| +7% | +$165 | ﹤0.01% | 947 |
|
|
2020
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 957 |
|
|
2020
Q2 | $2K | Buy |
46
+22
| +92% | +$961 | ﹤0.01% | 817 |
|
|
2020
Q1 | $1K | Buy |
24
+1
| +4% | +$43 | ﹤0.01% | 796 |
|
|
2019
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 845 |
|
|
2019
Q3 | $1K | Buy |
23
+11
| +92% | +$509 | ﹤0.01% | 778 |
|
|
2019
Q2 | $1K | Sell |
12
-4
| -25% | -$196 | ﹤0.01% | 792 |
|
|
2019
Q1 | $1K | Buy |
16
+4
| +33% | +$199 | ﹤0.01% | 755 |
|
|
2018
Q4 | $1K | Buy |
12
+4
| +50% | +$184 | ﹤0.01% | 598 |
|
|
2018
Q3 | $0 | Sell |
8
-4
| -33% | -$235 | ﹤0.01% | 806 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 619 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 580 |
|
|
2017
Q4 | $1K | Buy |
12
+4
| +50% | +$243 | ﹤0.01% | 539 |
|
|
2017
Q3 | $0 | Buy |
+8
| New | +$449 | ﹤0.01% | 543 |
|
Other funds holding AOS
