Mather Group’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Buy |
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|
2025
Q1 | $13.3M | Buy |
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|
2024
Q4 | $149K | Sell |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $246K | Sell |
|
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|
2024
Q1 | $14.4M | Sell |
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|
2023
Q4 | $14.5M | Sell |
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|
2023
Q3 | $12.3M | Sell |
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|
2023
Q2 | $14.2M | Sell |
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|
2023
Q1 | $13.9M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $13.7M | Sell |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $11.9M | Buy |
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|
2021
Q1 | $11M | Buy |
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|
2020
Q4 | $8.85M | Buy |
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|
2020
Q3 | $8.19M | Buy |
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|
2020
Q2 | $6.84M | Buy |
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|
2020
Q1 | $5.12M | Buy |
|