Johnson Financial Group Inc (Wisconsin)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-216
| Closed | -$14.4K | – | 898 |
|
|
2025
Q4 | $14.4K | Sell |
216
-566
| -72% | -$38.2K | ﹤0.01% | 622 |
|
|
2025
Q3 | $57.4K | Buy |
782
+625
| +398% | +$44.6K | ﹤0.01% | 580 |
|
|
2025
Q2 | $10.3K | Sell |
157
-2,103
| -93% | -$138K | ﹤0.01% | 607 |
|
|
2025
Q1 | $148K | Buy |
2,260
+1,026
| +83% | +$69.3K | 0.01% | 412 |
|
|
2024
Q4 | $83.5K | Buy |
1,234
+39
| +3% | +$2.95K | ﹤0.01% | 397 |
|
|
2024
Q3 | $107K | Sell |
1,195
-9,437
| -89% | -$781K | ﹤0.01% | 436 |
|
|
2024
Q2 | $869K | Buy |
10,632
+2,169
| +26% | +$184K | 0.04% | 155 |
|
|
2024
Q1 | $757K | Buy |
8,463
+8,306
| +5,290% | +$685K | 0.04% | 151 |
|
|
2023
Q4 | $12.9K | Buy |
+157
| New | +$11.6K | ﹤0.01% | 626 |
|
|
2023
Q2 | – | Sell |
-1,996
| Closed | -$138K | – | 650 |
|
|
2023
Q1 | $138K | Sell |
1,996
-126
| -6% | -$8.19K | 0.01% | 306 |
|
|
2022
Q4 | $121K | Buy |
2,122
+437
| +26% | +$24.4K | 0.01% | 286 |
|
|
2022
Q3 | $92K | Buy |
1,685
+49
| +3% | +$2.81K | 0.01% | 301 |
|
|
2022
Q2 | $89K | Buy |
1,636
+19
| +1% | +$1.14K | 0.01% | 327 |
|
|
2022
Q1 | $103K | Sell |
1,617
-1,214
| -43% | -$88.3K | 0.01% | 351 |
|
|
2021
Q4 | $243K | Buy |
2,831
+1,385
| +96% | +$106K | 0.02% | 259 |
|
|
2021
Q3 | $88K | Sell |
1,446
-439
| -23% | -$30.7K | 0.01% | 343 |
|
|
2021
Q2 | $136K | Sell |
1,885
-170
| -8% | -$11.7K | 0.01% | 304 |
|
|
2021
Q1 | $139K | Buy |
+2,055
| New | +$125K | 0.01% | 300 |
|
|
2020
Q1 | – | Sell |
-130
| Closed | -$6K | – | 472 |
|
|
2019
Q4 | $6K | Buy |
+130
| New | +$6.3K | ﹤0.01% | 446 |
|
Other funds holding AOS
VCM
VPM
