Harbour Investments’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14K | Sell |
214
-54
| -20% | -$3.54K | ﹤0.01% | 2397 |
|
|
2025
Q1 | $17.5K | Buy |
268
+54
| +25% | +$3.53K | ﹤0.01% | 2249 |
|
|
2024
Q4 | $14.6K | Sell |
214
-50
| -19% | -$3.41K | ﹤0.01% | 2272 |
|
|
2024
Q3 | $23.7K | Sell |
264
-6,500
| -96% | -$584K | ﹤0.01% | 1981 |
|
|
2024
Q2 | $553K | Buy |
6,764
+6,500
| +2,462% | +$532K | 0.02% | 579 |
|
|
2024
Q1 | $23.6K | Buy |
264
+200
| +313% | +$17.9K | ﹤0.01% | 1879 |
|
|
2023
Q4 | $5.28K | Buy |
64
+62
| +3,100% | +$5.11K | ﹤0.01% | 2388 |
|
|
2023
Q3 | $132 | Hold |
2
| – | – | ﹤0.01% | 2907 |
|
|
2023
Q2 | $146 | Hold |
2
| – | – | ﹤0.01% | 2921 |
|
|
2023
Q1 | $138 | Sell |
2
-33
| -94% | -$2.28K | ﹤0.01% | 2901 |
|
|
2022
Q4 | $2K | Buy |
35
+2
| +6% | +$114 | ﹤0.01% | 2514 |
|
|
2022
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 2391 |
|
|
2022
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 2391 |
|
|
2021
Q4 | $3K | Sell |
33
-12
| -27% | -$1.09K | ﹤0.01% | 2288 |
|
|
2021
Q3 | $3K | Buy |
45
+1
| +2% | +$67 | ﹤0.01% | 3149 |
|
|
2021
Q2 | $3K | Sell |
44
-3
| -6% | -$205 | ﹤0.01% | 3208 |
|
|
2021
Q1 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 3057 |
|