Insight Folios’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $346K | Buy |
3,855
+65
| +2% | +$5.84K | 0.12% | 92 |
|
|
2024
Q2 | $310K | Sell |
3,790
-45
| -1% | -$3.68K | 0.13% | 86 |
|
|
2024
Q1 | $343K | Sell |
3,835
-673
| -15% | -$60.2K | 0.14% | 83 |
|
|
2023
Q4 | $372K | Sell |
4,508
-188
| -4% | -$15.5K | 0.16% | 73 |
|
|
2023
Q3 | $311K | Sell |
4,696
-542
| -10% | -$35.8K | 0.15% | 78 |
|
|
2023
Q2 | $381K | Sell |
5,238
-138
| -3% | -$10K | 0.16% | 70 |
|
|
2023
Q1 | $372K | Sell |
5,376
-84
| -2% | -$5.81K | 0.16% | 61 |
|
|
2022
Q4 | $313K | Buy |
5,460
+186
| +4% | +$10.6K | 0.14% | 82 |
|
|
2022
Q3 | $256K | Buy |
5,274
+276
| +6% | +$13.4K | 0.13% | 89 |
|
|
2022
Q2 | $273K | Buy |
4,998
+40
| +0.8% | +$2.19K | 0.13% | 91 |
|
|
2022
Q1 | $317K | Buy |
4,958
+519
| +12% | +$33.2K | 0.14% | 95 |
|
|
2021
Q4 | $381K | Buy |
4,439
+113
| +3% | +$9.7K | 0.18% | 75 |
|
|
2021
Q3 | $264K | Buy |
4,326
+462
| +12% | +$28.2K | 0.15% | 92 |
|
|
2021
Q2 | $278K | Buy |
+3,864
| New | +$278K | 0.16% | 48 |
|