MV Capital Management’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 | $5.47K | Sell |
83
-1
| -1% | -$72 | ﹤0.01% | 606 |
|
|
2025
Q4 | $5.62K | Sell |
84
-1
| -1% | -$68 | ﹤0.01% | 597 |
|
|
2025
Q3 | $6.24K | Sell |
85
-8
| -9% | -$571 | ﹤0.01% | 584 |
|
|
2025
Q2 | $6.1K | Sell |
93
-16
| -15% | -$1.05K | ﹤0.01% | 591 |
|
|
2025
Q1 | $7.13K | Buy |
109
+10
| +10% | +$676 | ﹤0.01% | 566 |
|
|
2024
Q4 | $6.75K | Sell |
99
-5
| -5% | -$379 | ﹤0.01% | 571 |
|
|
2024
Q3 | $9.34K | Hold |
104
| – | – | ﹤0.01% | 542 |
|
|
2024
Q2 | $8.51K | Hold |
104
| – | – | ﹤0.01% | 549 |
|
|
2024
Q1 | $9.3K | Hold |
104
| – | – | ﹤0.01% | 535 |
|
|
2023
Q4 | $8.57K | Hold |
104
| – | – | ﹤0.01% | 543 |
|
|
2023
Q3 | $6.88K | Hold |
104
| – | – | ﹤0.01% | 555 |
|
|
2023
Q2 | $7.57K | Buy |
104
+5
| +5% | +$342 | ﹤0.01% | 553 |
|
|
2023
Q1 | $6.85K | Sell |
99
-3
| -3% | -$195 | ﹤0.01% | 558 |
|
|
2022
Q4 | $5.84K | Buy |
102
+35
| +52% | +$1.96K | ﹤0.01% | 536 |
|
|
2022
Q3 | $3K | Buy |
67
+61
| +1,017% | +$3.5K | ﹤0.01% | 578 |
|
|
2022
Q2 | $0 | Sell |
6
-17
| -74% | -$1.02K | ﹤0.01% | 680 |
|
|
2022
Q1 | $1K | Buy |
23
+13
| +130% | +$946 | ﹤0.01% | 667 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$762 | ﹤0.01% | 671 |
|
|
2016
Q3 | – | Sell |
-46
| Closed | -$2K | – | 357 |
|
|
2016
Q2 | $2K | Buy |
+46
| New | +$1.86K | ﹤0.01% | 313 |
|
|
2015
Q1 | – | Sell |
-180
| Closed | -$5K | – | 428 |
|
|
2014
Q4 | $5K | Buy |
+180
| New | +$4.7K | ﹤0.01% | 365 |
|
Other funds holding AOS
VCM
VPM
