IMS Capital 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
Q2 | $349K | Sell |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $676K | Hold |
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|
2024
Q2 | $608K | Sell |
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|
2024
Q1 | $679K | Sell |
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|
2023
Q4 | $722K | Sell |
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|
2023
Q3 | $605K | Sell |
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|
2023
Q2 | $690K | Hold |
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|
2023
Q1 | $655K | Sell |
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|
2022
Q4 | $544K | Buy |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $538K | Buy |
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|
2021
Q4 | $470K | Buy |
|