Inspire Investing’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 | $1.15M | Sell |
17,473
-593
| -3% | -$38.9K | 0.12% | 183 |
|
|
2025
Q1 | $1.18M | Buy |
18,066
+1,533
| +9% | +$100K | 0.14% | 156 |
|
|
2024
Q4 | $1.13M | Buy |
16,533
+1,155
| +8% | +$78.8K | 0.13% | 184 |
|
|
2024
Q3 | $1.38M | Sell |
15,378
-1,559
| -9% | -$140K | 0.14% | 146 |
|
|
2024
Q2 | $1.39M | Sell |
16,937
-3,514
| -17% | -$287K | 0.16% | 153 |
|
|
2024
Q1 | $1.83M | Buy |
+20,451
| New | +$1.83M | 0.19% | 133 |
|
|
2023
Q1 | – | Sell |
-10,581
| Closed | -$606K | – | 783 |
|
|
2022
Q4 | $606K | Buy |
10,581
+688
| +7% | +$39.4K | 0.08% | 197 |
|
|
2022
Q3 | $481K | Buy |
9,893
+554
| +6% | +$26.9K | 0.07% | 198 |
|
|
2022
Q2 | $511K | Sell |
9,339
-554
| -6% | -$30.3K | 0.07% | 206 |
|
|
2022
Q1 | $632K | Buy |
9,893
+1,029
| +12% | +$65.7K | 0.07% | 209 |
|
|
2021
Q4 | $761K | Buy |
8,864
+603
| +7% | +$51.8K | 0.09% | 192 |
|
|
2021
Q3 | $504K | Buy |
8,261
+2,078
| +34% | +$127K | 0.06% | 218 |
|
|
2021
Q2 | $446K | Buy |
6,183
+2,162
| +54% | +$156K | 0.06% | 383 |
|
|
2021
Q1 | $272K | Buy |
+4,021
| New | +$272K | 0.04% | 547 |
|