LAM
LECAP Asset Management’s A.O. Smith AOS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.82M | Buy |
+27,755
| New | +$1.82M | 0.64% | 41 |
|
2025
Q1 | – | Sell |
-23,259
| Closed | -$1.59M | – | 285 |
|
2024
Q4 | $1.59M | Buy |
+23,259
| New | +$1.59M | 0.43% | 93 |
|
2024
Q2 | – | Sell |
-23,538
| Closed | -$2.11M | – | 313 |
|
2024
Q1 | $2.11M | Buy |
23,538
+8,275
| +54% | +$740K | 0.44% | 80 |
|
2023
Q4 | $1.26M | Buy |
+15,263
| New | +$1.26M | 0.46% | 74 |
|