John G. Ullman & Associates’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 | $603K | Buy |
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|
2025
Q1 | $595K | Buy |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $782K | Hold |
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|
2024
Q2 | $711K | Hold |
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|
2024
Q1 | $778K | Hold |
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|
2023
Q4 | $717K | Hold |
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|
2023
Q3 | $575K | Hold |
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|
2023
Q2 | $633K | Hold |
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|
2023
Q1 | $602K | Hold |
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|
2022
Q4 | $498K | Buy |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $618K | Buy |
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|
2021
Q3 | $342K | Sell |
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|
2021
Q2 | $425K | Hold |
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|
2021
Q1 | $399K | Buy |
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|
2020
Q4 | $230K | Hold |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $700K | Sell |
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|
2019
Q3 | $716K | Buy |
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|
2019
Q2 | $486K | Buy |
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|
2019
Q1 | $309K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $432K | Buy |
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