MML Investors Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $778K | Sell |
11,799
-4,987
| -30% | -$359K | ﹤0.01% | 1937 |
|
|
2025
Q4 | $1.12M | Buy |
16,786
+862
| +5% | +$58.2K | ﹤0.01% | 1738 |
|
|
2025
Q3 | $1.17M | Sell |
15,924
-1,232
| -7% | -$87.9K | ﹤0.01% | 1631 |
|
|
2025
Q2 | $1.13M | Buy |
17,156
+1,740
| +11% | +$114K | ﹤0.01% | 1588 |
|
|
2025
Q1 | $1.01M | Buy |
15,416
+5,914
| +62% | +$400K | ﹤0.01% | 1563 |
|
|
2024
Q4 | $648K | Buy |
9,502
+265
| +3% | +$20.1K | ﹤0.01% | 1777 |
|
|
2024
Q3 | $830K | Buy |
9,237
+460
| +5% | +$38.1K | ﹤0.01% | 1554 |
|
|
2024
Q2 | $718K | Sell |
8,777
-1,575
| -15% | -$133K | ﹤0.01% | 1583 |
|
|
2024
Q1 | $926K | Sell |
10,352
-163
| -2% | -$13.4K | ﹤0.01% | 1467 |
|
|
2023
Q4 | $867K | Buy |
10,515
+3,084
| +42% | +$227K | ﹤0.01% | 1445 |
|
|
2023
Q3 | $491K | Buy |
7,431
+222
| +3% | +$15.8K | ﹤0.01% | 1643 |
|
|
2023
Q2 | $525K | Buy |
7,209
+1,141
| +19% | +$78.1K | ﹤0.01% | 1604 |
|
|
2023
Q1 | $420K | Sell |
6,068
-2,284
| -27% | -$148K | ﹤0.01% | 1493 |
|
|
2022
Q4 | $478K | Buy |
8,352
+1,550
| +23% | +$86.7K | ﹤0.01% | 1536 |
|
|
2022
Q3 | $330K | Buy |
6,802
+118
| +2% | +$6.78K | ﹤0.01% | 1633 |
|
|
2022
Q2 | $365K | Buy |
6,684
+161
| +2% | +$9.66K | ﹤0.01% | 1570 |
|
|
2022
Q1 | $417K | Buy |
6,523
+241
| +4% | +$17.5K | ﹤0.01% | 1551 |
|
|
2021
Q4 | $539K | Buy |
6,282
+550
| +10% | +$41.9K | ﹤0.01% | 1364 |
|
|
2021
Q3 | $350K | Sell |
5,732
-2,904
| -34% | -$203K | ﹤0.01% | 1555 |
|
|
2021
Q2 | $622K | Buy |
8,636
+103
| +1% | +$7.11K | 0.01% | 1216 |
|
|
2021
Q1 | $577K | Buy |
8,533
+941
| +12% | +$57.2K | 0.01% | 1194 |
|
|
2020
Q4 | $416K | Sell |
7,592
-2,556
| -25% | -$141K | ﹤0.01% | 1252 |
|
|
2020
Q3 | $536K | Buy |
10,148
+1,528
| +18% | +$76.3K | 0.01% | 1013 |
|
|
2020
Q2 | $406K | Buy |
8,620
+854
| +11% | +$37.3K | 0.01% | 1086 |
|
|
2020
Q1 | $294K | Buy |
7,766
+591
| +8% | +$25.2K | 0.01% | 1093 |
|
|
2019
Q4 | $342K | Sell |
7,175
-1,225
| -15% | -$59.4K | ﹤0.01% | 1171 |
|
|
2019
Q3 | $401K | Sell |
8,400
-120
| -1% | -$5.55K | 0.01% | 1039 |
|
|
2019
Q2 | $402K | Buy |
8,520
+400
| +5% | +$19.6K | 0.01% | 1134 |
|
|
2019
Q1 | $433K | Buy |
+8,120
| New | +$404K | 0.01% | 1075 |
|
|
2018
Q4 | – | Sell |
-5,284
| Closed | -$282K | – | 1492 |
|
|
2018
Q3 | $282K | Buy |
+5,284
| New | +$310K | ﹤0.01% | 1298 |
|
|
2018
Q1 | – | Sell |
-3,649
| Closed | -$224K | – | 1367 |
|
|
2017
Q4 | $224K | Sell |
3,649
-2,499
| -41% | -$152K | ﹤0.01% | 1249 |
|
|
2017
Q3 | $365K | Sell |
6,148
-2,313
| -27% | -$130K | 0.01% | 921 |
|
|
2017
Q2 | $477K | Buy |
8,461
+730
| +9% | +$39.4K | 0.01% | 788 |
|
|
2017
Q1 | $396K | Buy |
+7,731
| New | +$384K | 0.01% | 518 |
|
Other funds holding AOS
VCM
VPM
