J.P. Morgan Private Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $574K | Sell |
8,686
-422
| -5% | -$27.9K | ﹤0.01% | 1192 |
|
|
2023
Q2 | $663K | Sell |
9,108
-2,723
| -23% | -$198K | ﹤0.01% | 916 |
|
|
2023
Q1 | $818K | Sell |
11,831
-6,272
| -35% | -$434K | ﹤0.01% | 1263 |
|
|
2022
Q4 | $1.04M | Buy |
18,103
+6,265
| +53% | +$359K | ﹤0.01% | 1123 |
|
|
2022
Q3 | $575K | Sell |
11,838
-84
| -0.7% | -$4.08K | ﹤0.01% | 1398 |
|
|
2022
Q2 | $652K | Buy |
11,922
+172
| +1% | +$9.41K | ﹤0.01% | 1342 |
|
|
2022
Q1 | $751K | Buy |
11,750
+1,791
| +18% | +$114K | ﹤0.01% | 1342 |
|
|
2021
Q4 | $855K | Buy |
9,959
+504
| +5% | +$43.3K | ﹤0.01% | 1324 |
|
|
2021
Q3 | $577K | Buy |
9,455
+553
| +6% | +$33.7K | ﹤0.01% | 1443 |
|
|
2021
Q2 | $641K | Buy |
8,902
+2,593
| +41% | +$187K | ﹤0.01% | 1392 |
|
|
2021
Q1 | $427K | Sell |
6,309
-2,540
| -29% | -$172K | ﹤0.01% | 1382 |
|
|
2020
Q4 | $485K | Buy |
8,849
+3,610
| +69% | +$198K | ﹤0.01% | 1301 |
|
|
2020
Q3 | $277K | Sell |
5,239
-211
| -4% | -$11.2K | ﹤0.01% | 1393 |
|
|
2020
Q2 | $257K | Sell |
5,450
-205
| -4% | -$9.67K | ﹤0.01% | 1367 |
|
|
2020
Q1 | $214K | Sell |
5,655
-453
| -7% | -$17.1K | ﹤0.01% | 1272 |
|
|
2019
Q4 | $291K | Buy |
6,108
+621
| +11% | +$29.6K | ﹤0.01% | 1254 |
|
|
2019
Q3 | $262K | Buy |
+5,487
| New | +$262K | ﹤0.01% | 1242 |
|
|
2017
Q2 | – | Sell |
-7,334
| Closed | -$375K | – | 1239 |
|
|
2017
Q1 | $375K | Sell |
7,334
-948
| -11% | -$48.5K | ﹤0.01% | 975 |
|
|
2016
Q4 | $393K | Buy |
8,282
+438
| +6% | +$20.8K | ﹤0.01% | 892 |
|
|
2016
Q3 | $387K | Hold |
7,844
| – | – | ﹤0.01% | 883 |
|
|
2016
Q2 | $346K | Sell |
7,844
-512
| -6% | -$22.6K | ﹤0.01% | 916 |
|
|
2016
Q1 | $319K | Buy |
8,356
+2,838
| +51% | +$108K | ﹤0.01% | 926 |
|
|
2015
Q4 | $212K | Buy |
+5,518
| New | +$212K | ﹤0.01% | 998 |
|
|
2015
Q3 | – | Sell |
-13,454
| Closed | -$484K | – | 1058 |
|
|
2015
Q2 | $484K | Sell |
13,454
-142
| -1% | -$5.11K | 0.01% | 688 |
|
|
2015
Q1 | $447K | Sell |
13,596
-384
| -3% | -$12.6K | 0.01% | 753 |
|
|
2014
Q4 | $394K | Sell |
13,980
-444
| -3% | -$12.5K | ﹤0.01% | 796 |
|
|
2014
Q3 | $341K | Buy |
14,424
+2,988
| +26% | +$70.6K | ﹤0.01% | 806 |
|
|
2014
Q2 | $283K | Buy |
11,436
+382
| +3% | +$9.45K | ﹤0.01% | 725 |
|
|
2014
Q1 | $254K | Buy |
+11,054
| New | +$254K | ﹤0.01% | 758 |
|