Groesbeck Investment Management’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 | $24K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $244K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $208K | Sell |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $200K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.1M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $948K | Buy |
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|
2019
Q1 | $227K | Buy |
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