KIG
Kessler Investment Group’s A.O. Smith AOS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.36K | Sell |
36
-110
| -75% | -$7.21K | ﹤0.01% | 176 |
|
2025
Q1 | $9.54K | Sell |
146
-4,567
| -97% | -$299K | ﹤0.01% | 150 |
|
2024
Q4 | $321K | Sell |
4,713
-339
| -7% | -$23.1K | 0.15% | 67 |
|
2024
Q3 | $454K | Sell |
5,052
-35
| -0.7% | -$3.14K | 0.23% | 57 |
|
2024
Q2 | $416K | Buy |
5,087
+173
| +4% | +$14.1K | 0.22% | 59 |
|
2024
Q1 | $440K | Buy |
4,914
+1,764
| +56% | +$158K | 0.27% | 48 |
|
2023
Q4 | $260K | Sell |
3,150
-34
| -1% | -$2.8K | 0.16% | 53 |
|
2023
Q3 | $211K | Sell |
3,184
-255
| -7% | -$16.9K | 0.18% | 53 |
|
2023
Q2 | $250K | Hold |
3,439
| – | – | 0.18% | 53 |
|
2023
Q1 | $238K | Buy |
+3,439
| New | +$238K | 0.16% | 63 |
|