Joel Isaacson & Co’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 | $213K | Hold |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $334K | Hold |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $343K | Hold |
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|
2021
Q3 | $244K | Hold |
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|
2021
Q2 | $288K | Hold |
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|
2021
Q1 | $270K | Hold |
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|
2020
Q4 | $219K | Hold |
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|
2020
Q3 | $211K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $214K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Hold |
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|
2018
Q2 | $237K | Hold |
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|
2018
Q1 | $254K | Hold |
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|
2017
Q4 | $245K | Sell |
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|
2017
Q3 | $253K | Hold |
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|
2017
Q2 | $239K | Hold |
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|
2017
Q1 | $217K | Hold |
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|
2016
Q4 | $201K | Sell |
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|
2016
Q3 | $222K | Hold |
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|
2016
Q2 | $198K | Hold |
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|
2016
Q1 | $172K | Sell |
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|
2015
Q4 | $174K | Buy |
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|
2015
Q3 | $147K | Hold |
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|
2015
Q2 | $162K | Hold |
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|
2015
Q1 | $148K | Hold |
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|
2014
Q4 | $127K | Hold |
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|
2014
Q3 | $106K | Hold |
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|
2014
Q2 | $112K | Hold |
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|
2014
Q1 | $104K | Hold |
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|
2013
Q4 | $121K | Hold |
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|
2013
Q3 | $102K | Hold |
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|
2013
Q2 | $82K | Buy |
|