Monument Capital Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-40,016
| Closed | -$2.91M | – | 166 |
|
|
2023
Q2 | $2.91M | Sell |
40,016
-1,091
| -3% | -$79.4K | 0.93% | 28 |
|
|
2023
Q1 | $2.84M | Sell |
41,107
-505
| -1% | -$34.9K | 0.95% | 29 |
|
|
2022
Q4 | $2.38M | Buy |
41,612
+1,461
| +4% | +$83.6K | 0.81% | 37 |
|
|
2022
Q3 | $1.95M | Buy |
40,151
+4,362
| +12% | +$212K | 0.73% | 39 |
|
|
2022
Q2 | $1.96M | Sell |
35,789
-2,706
| -7% | -$148K | 0.74% | 36 |
|
|
2022
Q1 | $2.46M | Buy |
38,495
+10
| +0% | +$639 | 0.8% | 31 |
|
|
2021
Q4 | $3.3M | Sell |
38,485
-2,925
| -7% | -$251K | 1.03% | 24 |
|
|
2021
Q3 | $2.53M | Sell |
41,410
-1,279
| -3% | -$78.1K | 0.86% | 30 |
|
|
2021
Q2 | $3.08M | Buy |
42,689
+2,507
| +6% | +$181K | 1.06% | 24 |
|
|
2021
Q1 | $2.72M | Buy |
+40,182
| New | +$2.72M | 1.09% | 25 |
|