NewEdge Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
4,812
+3,227
| +204% | +$212K | ﹤0.01% | 1988 |
|
|
2025
Q1 | $104K | Sell |
1,585
-96
| -6% | -$6.28K | ﹤0.01% | 2281 |
|
|
2024
Q4 | $115K | Sell |
1,681
-2,906
| -63% | -$198K | ﹤0.01% | 2239 |
|
|
2024
Q3 | $412K | Sell |
4,587
-223
| -5% | -$20K | ﹤0.01% | 1590 |
|
|
2024
Q2 | $393K | Sell |
4,810
-383
| -7% | -$31.3K | ﹤0.01% | 1555 |
|
|
2024
Q1 | $465K | Buy |
5,193
+2,614
| +101% | +$234K | ﹤0.01% | 1388 |
|
|
2023
Q4 | $213K | Buy |
2,579
+438
| +20% | +$36.1K | ﹤0.01% | 1691 |
|
|
2023
Q3 | $142K | Sell |
2,141
-17,161
| -89% | -$1.13M | ﹤0.01% | 1729 |
|
|
2023
Q2 | $1.4M | Sell |
19,302
-1,738
| -8% | -$126K | 0.02% | 717 |
|
|
2023
Q1 | $1.46M | Buy |
21,040
+4,448
| +27% | +$308K | 0.02% | 642 |
|
|
2022
Q4 | $832K | Buy |
+16,592
| New | +$832K | 0.02% | 573 |
|
|
2022
Q1 | – | Sell |
-11,838
| Closed | -$1.02M | – | 1169 |
|
|
2021
Q4 | $1.02M | Buy |
+11,838
| New | +$1.02M | 0.02% | 722 |
|
|
2017
Q3 | – | Sell |
-1,250
| Closed | -$71.5K | – | 405 |
|
|
2017
Q2 | $71.5K | Buy |
+1,250
| New | +$71.5K | 0.01% | 477 |
|