JPMorgan Chase & Co’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.5M | Buy |
526,676
+56,386
| +12% | +$3.7M | ﹤0.01% | 1410 |
|
|
2025
Q1 | $30.7M | Sell |
470,290
-160,343
| -25% | -$10.5M | ﹤0.01% | 1426 |
|
|
2024
Q4 | $43M | Sell |
630,633
-104,360
| -14% | -$7.12M | ﹤0.01% | 1264 |
|
|
2024
Q3 | $66M | Sell |
734,993
-29,166
| -4% | -$2.62M | 0.01% | 1054 |
|
|
2024
Q2 | $62.5M | Sell |
764,159
-1,854
| -0.2% | -$152K | 0.01% | 1046 |
|
|
2024
Q1 | $68.5M | Buy |
766,013
+185,623
| +32% | +$16.6M | 0.01% | 1035 |
|
|
2023
Q4 | $47.8M | Buy |
580,390
+130,802
| +29% | +$10.8M | ﹤0.01% | 1125 |
|
|
2023
Q3 | $29.7M | Sell |
449,588
-168,167
| -27% | -$11.1M | ﹤0.01% | 1264 |
|
|
2023
Q2 | $45M | Buy |
617,755
+286,943
| +87% | +$20.9M | ﹤0.01% | 1073 |
|
|
2023
Q1 | $22.9M | Buy |
330,812
+30,407
| +10% | +$2.1M | ﹤0.01% | 1389 |
|
|
2022
Q4 | $17.2M | Sell |
300,405
-31,660
| -10% | -$1.81M | ﹤0.01% | 1528 |
|
|
2022
Q3 | $16.1M | Buy |
332,065
+27,801
| +9% | +$1.35M | ﹤0.01% | 1527 |
|
|
2022
Q2 | $16.6M | Sell |
304,264
-36,113
| -11% | -$1.97M | ﹤0.01% | 1553 |
|
|
2022
Q1 | $21.7M | Sell |
340,377
-26,798
| -7% | -$1.71M | ﹤0.01% | 1492 |
|
|
2021
Q4 | $31.5M | Sell |
367,175
-29,008
| -7% | -$2.49M | ﹤0.01% | 1295 |
|
|
2021
Q3 | $24.2M | Sell |
396,183
-39,520
| -9% | -$2.41M | ﹤0.01% | 1421 |
|
|
2021
Q2 | $31.4M | Sell |
435,703
-301,719
| -41% | -$21.7M | ﹤0.01% | 1327 |
|
|
2021
Q1 | $49.9M | Buy |
737,422
+216,944
| +42% | +$14.7M | 0.01% | 1076 |
|
|
2020
Q4 | $28.5M | Buy |
520,478
+297,499
| +133% | +$16.3M | ﹤0.01% | 1234 |
|
|
2020
Q3 | $12M | Buy |
222,979
+71,528
| +47% | +$3.84M | ﹤0.01% | 1666 |
|
|
2020
Q2 | $7.14M | Buy |
151,451
+24,408
| +19% | +$1.15M | ﹤0.01% | 1923 |
|
|
2020
Q1 | $4.8M | Sell |
127,043
-22,115
| -15% | -$836K | ﹤0.01% | 2030 |
|
|
2019
Q4 | $7.11M | Sell |
149,158
-128,202
| -46% | -$6.11M | ﹤0.01% | 1975 |
|
|
2019
Q3 | $13.2M | Sell |
277,360
-215,133
| -44% | -$10.3M | ﹤0.01% | 1621 |
|
|
2019
Q2 | $22.7M | Buy |
492,493
+134,035
| +37% | +$6.18M | ﹤0.01% | 1281 |
|
|
2019
Q1 | $19.1M | Buy |
358,458
+256,625
| +252% | +$13.7M | ﹤0.01% | 1367 |
|
|
2018
Q4 | $4.35M | Sell |
101,833
-371,526
| -78% | -$15.9M | ﹤0.01% | 2177 |
|
|
2018
Q3 | $25.3M | Buy |
473,359
+128,627
| +37% | +$6.86M | ﹤0.01% | 1293 |
|
|
2018
Q2 | $20.4M | Sell |
344,732
-226,765
| -40% | -$13.4M | ﹤0.01% | 1368 |
|
|
2018
Q1 | $36.3M | Buy |
571,497
+286,706
| +101% | +$18.2M | 0.01% | 1028 |
|
|
2017
Q4 | $17.5M | Sell |
284,791
-64,440
| -18% | -$3.95M | ﹤0.01% | 1471 |
|
|
2017
Q3 | $20.6M | Sell |
349,231
-443,337
| -56% | -$26.1M | ﹤0.01% | 1316 |
|
|
2017
Q2 | $44.6M | Sell |
792,568
-212,993
| -21% | -$12M | 0.01% | 888 |
|
|
2017
Q1 | $51.4M | Buy |
1,005,561
+496,832
| +98% | +$25.4M | 0.01% | 835 |
|
|
2016
Q4 | $24.1M | Sell |
508,729
-21,969
| -4% | -$1.04M | 0.01% | 1184 |
|
|
2016
Q3 | $26.2M | Sell |
530,698
-208,650
| -28% | -$10.3M | 0.01% | 1091 |
|
|
2016
Q2 | $32.6M | Sell |
739,348
-1,427,696
| -66% | -$62.9M | 0.01% | 952 |
|
|
2016
Q1 | $82.7M | Sell |
2,167,044
-577,266
| -21% | -$22M | 0.02% | 550 |
|
|
2015
Q4 | $105M | Sell |
2,744,310
-61,710
| -2% | -$2.36M | 0.03% | 505 |
|
|
2015
Q3 | $91.5M | Sell |
2,806,020
-425,374
| -13% | -$13.9M | 0.02% | 536 |
|
|
2015
Q2 | $116M | Sell |
3,231,394
-100,060
| -3% | -$3.6M | 0.03% | 522 |
|
|
2015
Q1 | $109M | Buy |
3,331,454
+326,294
| +11% | +$10.7M | 0.02% | 570 |
|
|
2014
Q4 | $84.8M | Buy |
3,005,160
+303,742
| +11% | +$8.57M | 0.02% | 658 |
|
|
2014
Q3 | $63.9M | Buy |
2,701,418
+2,121,182
| +366% | +$50.1M | 0.02% | 737 |
|
|
2014
Q2 | $14.4M | Buy |
580,236
+238,864
| +70% | +$5.92M | ﹤0.01% | 1493 |
|
|
2014
Q1 | $7.86M | Buy |
341,372
+17,128
| +5% | +$394K | ﹤0.01% | 1813 |
|
|
2013
Q4 | $8.75M | Sell |
324,244
-156,500
| -33% | -$4.22M | ﹤0.01% | 1718 |
|
|
2013
Q3 | $10.9M | Sell |
480,744
-75,412
| -14% | -$1.7M | ﹤0.01% | 1617 |
|
|
2013
Q2 | $10.1M | Buy |
+556,156
| New | +$10.1M | ﹤0.01% | 1559 |
|