LIM
Loudon Investment Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,996
| Closed | -$204K | – | 97 |
|
|
2024
Q4 | $204K | Sell |
2,996
-400
| -12% | -$27.3K | 0.12% | 96 |
|
|
2024
Q3 | $305K | Hold |
3,396
| – | – | 0.17% | 87 |
|
|
2024
Q2 | $278K | Sell |
3,396
-175
| -5% | -$14.3K | 0.16% | 89 |
|
|
2024
Q1 | $319K | Sell |
3,571
-2,005
| -36% | -$179K | 0.18% | 80 |
|
|
2023
Q4 | $460K | Hold |
5,576
| – | – | 0.28% | 73 |
|
|
2023
Q3 | $369K | Hold |
5,576
| – | – | 0.25% | 77 |
|
|
2023
Q2 | $406K | Sell |
5,576
-1,400
| -20% | -$102K | 0.27% | 75 |
|
|
2023
Q1 | $482K | Hold |
6,976
| – | – | 0.33% | 69 |
|
|
2022
Q4 | $399K | Buy |
6,976
+586
| +9% | +$33.5K | 0.29% | 73 |
|
|
2022
Q3 | $310K | Hold |
6,390
| – | – | 0.25% | 75 |
|
|
2022
Q2 | $349K | Buy |
6,390
+1,637
| +34% | +$89.4K | 0.26% | 74 |
|
|
2022
Q1 | $304K | Hold |
4,753
| – | – | 0.2% | 78 |
|
|
2021
Q4 | $408K | Sell |
4,753
-62
| -1% | -$5.32K | 0.26% | 71 |
|
|
2021
Q3 | $294K | Sell |
4,815
-20
| -0.4% | -$1.22K | 0.21% | 78 |
|
|
2021
Q2 | $348K | Hold |
4,835
| – | – | 0.24% | 70 |
|
|
2021
Q1 | $327K | Hold |
4,835
| – | – | 0.23% | 67 |
|
|
2020
Q4 | $265K | Buy |
+4,835
| New | +$265K | 0.21% | 67 |
|