HighTower Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $948K | Buy |
14,370
+328
| +2% | +$23.6K | ﹤0.01% | 2221 |
|
|
2025
Q4 | $939K | Buy |
14,042
+878
| +7% | +$59.3K | ﹤0.01% | 2172 |
|
|
2025
Q3 | $966K | Buy |
13,164
+1,272
| +11% | +$90.8K | ﹤0.01% | 2119 |
|
|
2025
Q2 | $780K | Sell |
11,892
-1,335
| -10% | -$87.3K | ﹤0.01% | 2187 |
|
|
2025
Q1 | $865K | Buy |
13,227
+1,006
| +8% | +$68K | ﹤0.01% | 2052 |
|
|
2024
Q4 | $834K | Sell |
12,221
-618
| -5% | -$46.8K | ﹤0.01% | 2094 |
|
|
2024
Q3 | $1.15M | Sell |
12,839
-12,774
| -50% | -$1.06M | ﹤0.01% | 1846 |
|
|
2024
Q2 | $2.09M | Sell |
25,613
-11,229
| -30% | -$950K | ﹤0.01% | 1426 |
|
|
2024
Q1 | $3.29M | Sell |
36,842
-6,945
| -16% | -$573K | 0.01% | 1160 |
|
|
2023
Q4 | $3.6M | Sell |
43,787
-5,458
| -11% | -$402K | 0.01% | 1130 |
|
|
2023
Q3 | $3.25M | Sell |
49,245
-13,560
| -22% | -$963K | 0.01% | 1123 |
|
|
2023
Q2 | $4.57M | Buy |
62,805
+43,706
| +229% | +$2.99M | 0.01% | 945 |
|
|
2023
Q1 | $1.33M | Sell |
19,099
-707
| -4% | -$46K | ﹤0.01% | 1524 |
|
|
2022
Q4 | $1.13M | Sell |
19,806
-66,793
| -77% | -$3.73M | ﹤0.01% | 1610 |
|
|
2022
Q3 | $4.21M | Buy |
86,599
+68,794
| +386% | +$3.95M | 0.01% | 873 |
|
|
2022
Q2 | $976K | Buy |
17,805
+595
| +3% | +$35.7K | ﹤0.01% | 1649 |
|
|
2022
Q1 | $1.09M | Buy |
17,210
+208
| +1% | +$15.1K | ﹤0.01% | 1706 |
|
|
2021
Q4 | $1.46M | Buy |
17,002
+255
| +2% | +$19.4K | ﹤0.01% | 1554 |
|
|
2021
Q3 | $1.03M | Sell |
16,747
-6,377
| -28% | -$445K | ﹤0.01% | 1637 |
|
|
2021
Q2 | $1.67M | Sell |
23,124
-13,421
| -37% | -$926K | ﹤0.01% | 1332 |
|
|
2021
Q1 | $2.47M | Buy |
36,545
+10,835
| +42% | +$659K | 0.01% | 1023 |
|
|
2020
Q4 | $1.42M | Buy |
25,710
+8,752
| +52% | +$482K | 0.01% | 1078 |
|
|
2020
Q3 | $886K | Buy |
16,958
+4,168
| +33% | +$208K | ﹤0.01% | 1271 |
|
|
2020
Q2 | $602K | Sell |
12,790
-976
| -7% | -$42.6K | ﹤0.01% | 1368 |
|
|
2020
Q1 | $526K | Sell |
13,766
-77,535
| -85% | -$3.3M | ﹤0.01% | 1315 |
|
|
2019
Q4 | $4.33M | Buy |
91,301
+1,798
| +2% | +$87.2K | 0.03% | 595 |
|
|
2019
Q3 | $4.25M | Sell |
89,503
-3,271
| -4% | -$151K | 0.02% | 618 |
|
|
2019
Q2 | $4.36M | Sell |
92,774
-73,765
| -44% | -$3.62M | 0.03% | 598 |
|
|
2019
Q1 | $8.85M | Buy |
166,539
+11,945
| +8% | +$594K | 0.06% | 330 |
|
|
2018
Q4 | $6.55M | Buy |
154,594
+10,793
| +8% | +$497K | 0.05% | 375 |
|
|
2018
Q3 | $7.63M | Buy |
143,801
+7,126
| +5% | +$418K | 0.06% | 369 |
|
|
2018
Q2 | $8.11M | Buy |
136,675
+13,094
| +11% | +$825K | 0.06% | 338 |
|
|
2018
Q1 | $7.86M | Buy |
123,581
+11,661
| +10% | +$752K | 0.07% | 320 |
|
|
2017
Q4 | $6.84M | Buy |
111,920
+7,199
| +7% | +$437K | 0.06% | 373 |
|
|
2017
Q3 | $6.24M | Buy |
104,721
+5,103
| +5% | +$286K | 0.05% | 396 |
|
|
2017
Q2 | $5.66M | Buy |
99,618
+50,576
| +103% | +$2.73M | 0.05% | 424 |
|
|
2017
Q1 | $2.48M | Buy |
49,042
+2,042
| +4% | +$101K | 0.02% | 687 |
|
|
2016
Q4 | $2.27M | Sell |
47,000
-400
| -0.8% | -$19.3K | 0.02% | 660 |
|
|
2016
Q3 | $2.37M | Sell |
47,400
-988
| -2% | -$46.2K | 0.03% | 606 |
|
|
2016
Q2 | $2.12M | Buy |
48,388
+834
| +2% | +$33.7K | 0.03% | 607 |
|
|
2016
Q1 | $1.83M | Buy |
+47,554
| New | +$1.66M | 0.02% | 756 |
|
Other funds holding AOS
VCM
VPM
