HPCM
Hunter Perkins Capital Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28M | Sell |
80,551
-27,312
| -25% | -$1.79M | 1.25% | 28 |
|
|
2025
Q1 | $7.05M | Sell |
107,863
-15,901
| -13% | -$1.04M | 1.64% | 19 |
|
|
2024
Q4 | $8.44M | Buy |
123,764
+26,257
| +27% | +$1.79M | 1.77% | 20 |
|
|
2024
Q3 | $8.76M | Sell |
97,507
-1,870
| -2% | -$168K | 1.78% | 21 |
|
|
2024
Q2 | $8.13M | Sell |
99,377
-15,945
| -14% | -$1.3M | 1.71% | 21 |
|
|
2024
Q1 | $10.3M | Sell |
115,322
-8,925
| -7% | -$798K | 2.11% | 17 |
|
|
2023
Q4 | $10.2M | Buy |
124,247
+27,996
| +29% | +$2.31M | 2.14% | 18 |
|
|
2023
Q3 | $6.37M | Sell |
96,251
-97,571
| -50% | -$6.45M | 1.37% | 25 |
|
|
2023
Q2 | $7.01M | Buy |
193,822
+96,221
| +99% | +$3.48M | 1.5% | 22 |
|
|
2023
Q1 | $6.75M | Sell |
97,601
-34,170
| -26% | -$2.36M | 1.59% | 18 |
|
|
2022
Q4 | $7.54M | Sell |
131,771
-5,534
| -4% | -$317K | 1.7% | 24 |
|
|
2022
Q3 | $6.67M | Buy |
137,305
+128,651
| +1,487% | +$6.25M | 1.63% | 22 |
|
|
2022
Q2 | $473K | Buy |
+8,654
| New | +$473K | 0.11% | 63 |
|