Horizon 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 | $121K | Buy |
1,850
+154
| +9% | +$10.1K | ﹤0.01% | 927 |
|
|
2025
Q1 | $110K | Buy |
1,696
+58
| +4% | +$3.77K | ﹤0.01% | 616 |
|
|
2024
Q4 | $111K | Buy |
1,638
+11
| +0.7% | +$747 | ﹤0.01% | 611 |
|
|
2024
Q3 | $146K | Sell |
1,627
-295
| -15% | -$26.4K | ﹤0.01% | 578 |
|
|
2024
Q2 | $157K | Sell |
1,922
-7
| -0.4% | -$570 | ﹤0.01% | 583 |
|
|
2024
Q1 | $172K | Sell |
1,929
-207
| -10% | -$18.4K | ﹤0.01% | 567 |
|
|
2023
Q4 | $175K | Buy |
2,136
+101
| +5% | +$8.29K | ﹤0.01% | 550 |
|
|
2023
Q3 | $134K | Sell |
2,035
-245
| -11% | -$16.1K | ﹤0.01% | 584 |
|
|
2023
Q2 | $165K | Buy |
2,280
+118
| +5% | +$8.55K | ﹤0.01% | 565 |
|
|
2023
Q1 | $149K | Buy |
+2,162
| New | +$149K | ﹤0.01% | 569 |
|
|
2022
Q2 | – | Sell |
-5,588
| Closed | -$355K | – | 464 |
|
|
2022
Q1 | $355K | Buy |
5,588
+1,164
| +26% | +$73.9K | 0.01% | 408 |
|
|
2021
Q4 | $378K | Buy |
4,424
+771
| +21% | +$65.9K | 0.01% | 372 |
|
|
2021
Q3 | $222K | Sell |
3,653
-674
| -16% | -$41K | 0.01% | 440 |
|
|
2021
Q2 | $311K | Sell |
4,327
-2,065
| -32% | -$148K | 0.01% | 392 |
|
|
2021
Q1 | $432K | Buy |
+6,392
| New | +$432K | 0.02% | 322 |
|
|
2020
Q4 | – | Sell |
-8,468
| Closed | -$445K | – | 109 |
|
|
2020
Q3 | $445K | Buy |
+8,468
| New | +$445K | 0.02% | 304 |
|
|
2020
Q1 | – | Sell |
-4,931
| Closed | -$235K | – | 309 |
|
|
2019
Q4 | $235K | Hold |
4,931
| – | – | 0.01% | 485 |
|
|
2019
Q3 | $235K | Sell |
4,931
-2,774
| -36% | -$132K | 0.01% | 329 |
|
|
2019
Q2 | $363K | Buy |
7,705
+3,023
| +65% | +$142K | 0.01% | 311 |
|
|
2019
Q1 | $250K | Buy |
+4,682
| New | +$250K | 0.01% | 305 |
|