Hennion & Walsh Asset 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
Q3 | $373K | Hold |
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|
2025
Q2 | $333K | Hold |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $347K | Hold |
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|
2024
Q3 | $460K | Hold |
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|
2024
Q2 | $415K | Hold |
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|
2024
Q1 | $454K | Sell |
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|
2023
Q4 | $663K | Sell |
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|
2023
Q3 | $581K | Sell |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $627K | Buy |
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|
2022
Q4 | $477K | Sell |
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|
2022
Q3 | $407K | Buy |
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|
2022
Q2 | $453K | Buy |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | $360K | Hold |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $319K | Hold |
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|
2021
Q1 | $259K | Buy |
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