Northstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $5.32M | Sell |
75,577
-2,043
| -3% | -$144K | 0.7% | 42 |
|
|
2021
Q1 | $5.25M | Sell |
77,620
-8,930
| -10% | -$604K | 0.76% | 40 |
|
|
2020
Q4 | $4.75M | Buy |
86,550
+13,813
| +19% | +$757K | 0.74% | 45 |
|
|
2020
Q3 | $3.84M | Buy |
72,737
+40,502
| +126% | +$2.14M | 0.69% | 46 |
|
|
2020
Q2 | $1.52M | Sell |
32,235
-22,179
| -41% | -$1.05M | 0.32% | 71 |
|
|
2020
Q1 | $2.06M | Sell |
54,414
-55,716
| -51% | -$2.11M | 0.51% | 61 |
|
|
2019
Q4 | $5.25M | Sell |
110,130
-665
| -0.6% | -$31.7K | 0.83% | 50 |
|
|
2019
Q3 | $5.15M | Buy |
110,795
+20,835
| +23% | +$969K | 0.86% | 46 |
|
|
2019
Q2 | $4.24M | Buy |
+89,960
| New | +$4.24M | 0.78% | 53 |
|