Moneta Group Investment Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,719
| Closed | -$244K | – | 665 |
|
|
2024
Q3 | $244K | Buy |
2,719
+13
| +0.5% | +$1.17K | ﹤0.01% | 573 |
|
|
2024
Q2 | $221K | Sell |
2,706
-5
| -0.2% | -$409 | ﹤0.01% | 558 |
|
|
2024
Q1 | $243K | Buy |
2,711
+24
| +0.9% | +$2.15K | ﹤0.01% | 536 |
|
|
2023
Q4 | $222K | Buy |
+2,687
| New | +$222K | ﹤0.01% | 513 |
|
|
2022
Q1 | – | Sell |
-2,784
| Closed | -$239K | – | 450 |
|
|
2021
Q4 | $239K | Buy |
+2,784
| New | +$239K | 0.01% | 424 |
|
|
2021
Q1 | – | Sell |
-3,776
| Closed | -$207K | – | 421 |
|
|
2020
Q4 | $207K | Sell |
3,776
-12
| -0.3% | -$658 | 0.01% | 298 |
|
|
2020
Q3 | $200K | Buy |
+3,788
| New | +$200K | 0.02% | 262 |
|