JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $574K | Sell |
|
|||||
|
2023
Q2 | $663K | Sell |
|
|||||
|
2023
Q1 | $818K | Sell |
|
|||||
|
2022
Q4 | $1.04M | Buy |
|
|||||
|
2022
Q3 | $575K | Sell |
|
|||||
|
2022
Q2 | $652K | Buy |
|
|||||
|
2022
Q1 | $751K | Buy |
|
|||||
|
2021
Q4 | $855K | Buy |
|
|||||
|
2021
Q3 | $577K | Buy |
|
|||||
|
2021
Q2 | $641K | Buy |
|
|||||
|
2021
Q1 | $427K | Sell |
|
|||||
|
2020
Q4 | $485K | Buy |
|
|||||
|
2020
Q3 | $277K | Sell |
|
|||||
|
2020
Q2 | $257K | Sell |
|
|||||
|
2020
Q1 | $214K | Sell |
|
|||||
|
2019
Q4 | $291K | Buy |
|
|||||
|
2019
Q3 | $262K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $375K | Sell |
|
|||||
|
2016
Q4 | $393K | Buy |
|
|||||
|
2016
Q3 | $387K | Hold |
|
|||||
|
2016
Q2 | $346K | Sell |
|
|||||
|
2016
Q1 | $319K | Buy |
|
|||||
|
2015
Q4 | $212K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $484K | Sell |
|
|||||
|
2015
Q1 | $447K | Sell |
|
|||||
|
2014
Q4 | $394K | Sell |
|
|||||
|
2014
Q3 | $341K | Buy |
|
|||||
|
2014
Q2 | $283K | Buy |
|
|||||
|
2014
Q1 | $254K | Buy |
|