Gradient Investments’s A.O. Smith AOS Stock Holding History

Gradient Investments’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$502K	Hold
2025 Q2	$448K	Hold
2025 Q1	$447K	Hold
2024 Q4	$467K	Hold
2024 Q3	$614K	Buy
2024 Q1	–	Sell
2023 Q4	$35.6K	Hold
2023 Q3	$28.6K	Hold
2023 Q2	$31.4K	Sell
2023 Q1	$30.4K	Hold
2022 Q4	$25.2K	Hold
2022 Q3	$21K	Hold
2022 Q2	$24K	Buy
2022 Q1	$28K	Hold
2021 Q4	$37K	Hold
2021 Q3	$26K	Hold
2021 Q2	$31K	Hold
2021 Q1	$29K	Hold
2020 Q4	$23K	Hold
2020 Q3	$23K	Hold
2020 Q2	$20K	Hold
2020 Q1	$16K	Hold
2019 Q4	$21K	Hold
2019 Q3	$21K	Hold
2019 Q2	$20K	Hold
2019 Q1	$23K	Hold
2018 Q4	$18K	Hold
2018 Q3	$23K	Hold
2018 Q2	$26K	Hold
2018 Q1	$27K	Hold
2017 Q4	$26K	Buy