Mount Yale Investment Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459 | Buy |
+7
| New | +$459 | ﹤0.01% | 1418 |
|
|
2021
Q4 | – | Sell |
-10,090
| Closed | -$616K | – | 454 |
|
|
2021
Q3 | $616K | Sell |
10,090
-674
| -6% | -$41.1K | 0.07% | 247 |
|
|
2021
Q2 | $776K | Sell |
10,764
-294
| -3% | -$21.2K | 0.09% | 218 |
|
|
2021
Q1 | $748K | Sell |
11,058
-685
| -6% | -$46.3K | 0.1% | 217 |
|
|
2020
Q4 | $644K | Sell |
11,743
-968
| -8% | -$53.1K | 0.09% | 224 |
|
|
2020
Q3 | $671K | Buy |
12,711
+156
| +1% | +$8.24K | 0.1% | 207 |
|
|
2020
Q2 | $592K | Buy |
+12,555
| New | +$592K | 0.11% | 203 |
|
|
2018
Q4 | – | Sell |
-345
| Closed | -$16K | – | 339 |
|
|
2018
Q3 | $16K | Hold |
345
| – | – | ﹤0.01% | 815 |
|
|
2018
Q2 | $20K | Hold |
345
| – | – | ﹤0.01% | 783 |
|
|
2018
Q1 | $22K | Buy |
+345
| New | +$22K | ﹤0.01% | 747 |
|