Nicolet Bankshares’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 | $256K | Hold |
3,900
| – | – | 0.04% | 191 |
|
|
2025
Q1 | $255K | Hold |
3,900
| – | – | 0.05% | 181 |
|
|
2024
Q4 | $266K | Hold |
3,900
| – | – | 0.06% | 170 |
|
|
2024
Q3 | $350K | Sell |
3,900
-39
| -1% | -$3.5K | 0.08% | 161 |
|
|
2024
Q2 | $322K | Buy |
3,939
+39
| +1% | +$3.19K | 0.08% | 166 |
|
|
2024
Q1 | $349K | Sell |
3,900
-81
| -2% | -$7.25K | 0.09% | 168 |
|
|
2023
Q4 | $328K | Buy |
3,981
+81
| +2% | +$6.68K | 0.09% | 167 |
|
|
2023
Q3 | $258K | Hold |
3,900
| – | – | 0.08% | 165 |
|
|
2023
Q2 | $284K | Hold |
3,900
| – | – | 0.08% | 167 |
|
|
2023
Q1 | $270K | Hold |
3,900
| – | – | 0.09% | 164 |
|
|
2022
Q4 | $223K | Buy |
+3,900
| New | +$223K | 0.08% | 180 |
|