Haverford Trust Company’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,667
| Closed | -$1.1M | – | 366 |
|
|
2023
Q3 | $1.1M | Buy |
16,667
+876
| +6% | +$57.9K | 0.01% | 190 |
|
|
2023
Q2 | $1.15M | Buy |
+15,791
| New | +$1.15M | 0.01% | 195 |
|
|
2020
Q1 | – | Sell |
-7,077
| Closed | -$337K | – | 267 |
|
|
2019
Q4 | $337K | Buy |
+7,077
| New | +$337K | 0.01% | 246 |
|