IEQ Capital’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
$496K Buy
2025
Q1
Sell
2024
Q4
$270K Sell
2024
Q3
$889K Buy
2024
Q2
$729K Buy
2024
Q1
$789K Buy
2023
Q4
$711K Sell
2023
Q3
$735K Buy
2023
Q2
$625K Sell
2023
Q1
$733K Buy
2022
Q4
$493K Sell
2022
Q3
$610K Buy