Mount Yale Investment Advisors’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 | $459 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $616K | Sell |
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|
2021
Q2 | $776K | Sell |
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|
2021
Q1 | $748K | Sell |
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|
2020
Q4 | $644K | Sell |
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|
2020
Q3 | $671K | Buy |
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|
2020
Q2 | $592K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $16K | Hold |
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|
2018
Q2 | $20K | Hold |
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|
2018
Q1 | $22K | Buy |
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