Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $127K | Buy |
1,893
+67
| +4% | +$4.53K | ﹤0.01% | 1760 |
|
|
2025
Q3 | $134K | Sell |
1,826
-44
| -2% | -$3.14K | ﹤0.01% | 1374 |
|
|
2025
Q2 | $123K | Buy |
+1,870
| New | +$122K | ﹤0.01% | 1325 |
|
|
2024
Q4 | $87.1K | Sell |
1,277
-230
| -15% | -$17.4K | ﹤0.01% | 1346 |
|
|
2024
Q3 | $135K | Sell |
1,507
-2
| -0.1% | -$166 | ﹤0.01% | 1082 |
|
|
2024
Q2 | $123K | Buy |
1,509
+2
| +0.1% | +$169 | ﹤0.01% | 1090 |
|
|
2024
Q1 | $135K | Buy |
1,507
+1
| +0.1% | +$82 | 0.01% | 951 |
|
|
2023
Q4 | $122K | Buy |
1,506
+518
| +52% | +$38.2K | 0.01% | 950 |
|
|
2023
Q3 | $65.4K | Buy |
988
+81
| +9% | +$5.75K | ﹤0.01% | 1130 |
|
|
2023
Q2 | $66K | Buy |
907
+1
| +0.1% | +$68 | ﹤0.01% | 1141 |
|
|
2023
Q1 | $62.9K | Buy |
906
+702
| +344% | +$45.6K | ﹤0.01% | 1133 |
|
|
2022
Q4 | $11.7K | Hold |
204
| – | – | ﹤0.01% | 1720 |
|
|
2022
Q3 | $11K | Sell |
204
-50
| -20% | -$2.87K | ﹤0.01% | 1635 |
|
|
2022
Q2 | $14K | Buy |
254
+46
| +22% | +$2.76K | ﹤0.01% | 1477 |
|
|
2022
Q1 | $12K | Buy |
+208
| New | +$15.1K | ﹤0.01% | 1539 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$6K | – | 325 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1544 |
|
|
2021
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 1466 |
|
|
2021
Q1 | $7K | Sell |
100
-50
| -33% | -$3.04K | ﹤0.01% | 1372 |
|
|
2020
Q4 | $8K | Sell |
150
-36
| -19% | -$1.98K | ﹤0.01% | 1309 |
|
|
2020
Q3 | $10K | Hold |
186
| – | – | ﹤0.01% | 1126 |
|
|
2020
Q2 | $9K | Hold |
186
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q1 | $7K | Buy |
186
+34
| +22% | +$1.45K | ﹤0.01% | 1124 |
|
|
2019
Q4 | $7K | Sell |
152
-99
| -39% | -$4.8K | ﹤0.01% | 1223 |
|
|
2019
Q3 | $12K | Sell |
251
-7
| -3% | -$324 | ﹤0.01% | 1068 |
|
|
2019
Q2 | $12K | Buy |
258
+33
| +15% | +$1.62K | ﹤0.01% | 1056 |
|
|
2019
Q1 | $12K | Buy |
225
+87
| +63% | +$4.33K | ﹤0.01% | 997 |
|
|
2018
Q4 | $6K | Buy |
138
+100
| +263% | +$4.6K | ﹤0.01% | 1088 |
|
|
2018
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 1377 |
|
|
2018
Q2 | $2K | Hold |
38
| – | – | ﹤0.01% | 1365 |
|
|
2018
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 1316 |
|
|
2017
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 1278 |
|
|
2017
Q3 | $2K | Sell |
38
-40
| -51% | -$2.24K | ﹤0.01% | 1116 |
|
|
2017
Q2 | $4K | Hold |
78
| – | – | ﹤0.01% | 963 |
|
|
2017
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 936 |
|
|
2016
Q4 | $4K | Buy |
+78
| New | +$3.76K | ﹤0.01% | 871 |
|
Other funds holding AOS
