Gradient Investments’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Hold |
6,840
| – | – | 0.01% | 295 |
|
|
2025
Q1 | $447K | Hold |
6,840
| – | – | 0.01% | 256 |
|
|
2024
Q4 | $467K | Hold |
6,840
| – | – | 0.01% | 234 |
|
|
2024
Q3 | $614K | Buy |
+6,840
| New | +$614K | 0.01% | 205 |
|
|
2024
Q1 | – | Sell |
-432
| Closed | -$35.6K | – | 1264 |
|
|
2023
Q4 | $35.6K | Hold |
432
| – | – | ﹤0.01% | 607 |
|
|
2023
Q3 | $28.6K | Hold |
432
| – | – | ﹤0.01% | 609 |
|
|
2023
Q2 | $31.4K | Sell |
432
-8
| -2% | -$582 | ﹤0.01% | 605 |
|
|
2023
Q1 | $30.4K | Hold |
440
| – | – | ﹤0.01% | 590 |
|
|
2022
Q4 | $25.2K | Hold |
440
| – | – | ﹤0.01% | 647 |
|
|
2022
Q3 | $21K | Hold |
440
| – | – | ﹤0.01% | 659 |
|
|
2022
Q2 | $24K | Buy |
440
+8
| +2% | +$436 | ﹤0.01% | 609 |
|
|
2022
Q1 | $28K | Hold |
432
| – | – | ﹤0.01% | 582 |
|
|
2021
Q4 | $37K | Hold |
432
| – | – | ﹤0.01% | 536 |
|
|
2021
Q3 | $26K | Hold |
432
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $31K | Hold |
432
| – | – | ﹤0.01% | 556 |
|
|
2021
Q1 | $29K | Hold |
432
| – | – | ﹤0.01% | 557 |
|
|
2020
Q4 | $23K | Hold |
432
| – | – | ﹤0.01% | 537 |
|
|
2020
Q3 | $23K | Hold |
432
| – | – | ﹤0.01% | 540 |
|
|
2020
Q2 | $20K | Hold |
432
| – | – | ﹤0.01% | 527 |
|
|
2020
Q1 | $16K | Hold |
432
| – | – | ﹤0.01% | 556 |
|
|
2019
Q4 | $21K | Hold |
432
| – | – | ﹤0.01% | 559 |
|
|
2019
Q3 | $21K | Hold |
432
| – | – | ﹤0.01% | 518 |
|
|
2019
Q2 | $20K | Hold |
432
| – | – | ﹤0.01% | 514 |
|
|
2019
Q1 | $23K | Hold |
432
| – | – | ﹤0.01% | 425 |
|
|
2018
Q4 | $18K | Hold |
432
| – | – | ﹤0.01% | 465 |
|
|
2018
Q3 | $23K | Hold |
432
| – | – | ﹤0.01% | 466 |
|
|
2018
Q2 | $26K | Hold |
432
| – | – | ﹤0.01% | 440 |
|
|
2018
Q1 | $27K | Hold |
432
| – | – | ﹤0.01% | 429 |
|
|
2017
Q4 | $26K | Buy |
+432
| New | +$26K | ﹤0.01% | 430 |
|