LI
Lafayette Investments’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.4M | Buy |
51,923
+388
| +0.8% | +$25.4K | 0.69% | 42 |
|
|
2025
Q1 | $3.37M | Buy |
51,535
+7,694
| +18% | +$503K | 0.71% | 40 |
|
|
2024
Q4 | $2.99M | Buy |
43,841
+1,861
| +4% | +$127K | 0.64% | 45 |
|
|
2024
Q3 | $3.77M | Buy |
41,980
+1,732
| +4% | +$156K | 0.8% | 38 |
|
|
2024
Q2 | $3.29M | Sell |
40,248
-2
| -0% | -$164 | 0.75% | 36 |
|
|
2024
Q1 | $3.6M | Buy |
40,250
+1,327
| +3% | +$119K | 0.81% | 36 |
|
|
2023
Q4 | $3.21M | Buy |
38,923
+200
| +0.5% | +$16.5K | 0.8% | 38 |
|
|
2023
Q3 | $2.56M | Buy |
38,723
+259
| +0.7% | +$17.1K | 0.7% | 38 |
|
|
2023
Q2 | $2.8M | Buy |
38,464
+588
| +2% | +$42.8K | 0.74% | 38 |
|
|
2023
Q1 | $2.62M | Buy |
37,876
+5,222
| +16% | +$361K | 0.73% | 42 |
|
|
2022
Q4 | $1.87M | Buy |
32,654
+6,676
| +26% | +$382K | 0.53% | 51 |
|
|
2022
Q3 | $1.26M | Buy |
+25,978
| New | +$1.26M | 0.39% | 58 |
|