Northwestern Mutual Wealth Management’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 | $321K | Buy |
4,892
+754
| +18% | +$49.4K | ﹤0.01% | 1559 |
|
|
2025
Q1 | $270K | Buy |
4,138
+1,675
| +68% | +$109K | ﹤0.01% | 1545 |
|
|
2024
Q4 | $168K | Buy |
2,463
+595
| +32% | +$40.6K | ﹤0.01% | 1725 |
|
|
2024
Q3 | $168K | Sell |
1,868
-139
| -7% | -$12.5K | ﹤0.01% | 1696 |
|
|
2024
Q2 | $164K | Buy |
2,007
+134
| +7% | +$11K | ﹤0.01% | 1643 |
|
|
2024
Q1 | $168K | Sell |
1,873
-133
| -7% | -$11.9K | ﹤0.01% | 1618 |
|
|
2023
Q4 | $165K | Buy |
2,006
+144
| +8% | +$11.9K | ﹤0.01% | 1578 |
|
|
2023
Q3 | $123K | Sell |
1,862
-34
| -2% | -$2.25K | ﹤0.01% | 1630 |
|
|
2023
Q2 | $138K | Sell |
1,896
-89
| -4% | -$6.48K | ﹤0.01% | 1602 |
|
|
2023
Q1 | $137K | Sell |
1,985
-2
| -0.1% | -$138 | ﹤0.01% | 1576 |
|
|
2022
Q4 | $114K | Buy |
1,987
+58
| +3% | +$3.32K | ﹤0.01% | 1612 |
|
|
2022
Q3 | $94K | Sell |
1,929
-1,934
| -50% | -$94.2K | ﹤0.01% | 1654 |
|
|
2022
Q2 | $211K | Sell |
3,863
-4,204
| -52% | -$230K | ﹤0.01% | 1370 |
|
|
2022
Q1 | $515K | Buy |
8,067
+1,171
| +17% | +$74.8K | ﹤0.01% | 1069 |
|
|
2021
Q4 | $592K | Buy |
6,896
+4,758
| +223% | +$408K | ﹤0.01% | 1005 |
|
|
2021
Q3 | $131K | Sell |
2,138
-227
| -10% | -$13.9K | ﹤0.01% | 1512 |
|
|
2021
Q2 | $170K | Buy |
2,365
+123
| +5% | +$8.84K | ﹤0.01% | 1375 |
|
|
2021
Q1 | $152K | Buy |
2,242
+390
| +21% | +$26.4K | ﹤0.01% | 1325 |
|
|
2020
Q4 | $102K | Sell |
1,852
-15
| -0.8% | -$826 | ﹤0.01% | 1390 |
|
|
2020
Q3 | $99K | Sell |
1,867
-2,018
| -52% | -$107K | ﹤0.01% | 1272 |
|
|
2020
Q2 | $183K | Sell |
3,885
-1,516
| -28% | -$71.4K | ﹤0.01% | 998 |
|
|
2020
Q1 | $204K | Buy |
5,401
+1,483
| +38% | +$56K | ﹤0.01% | 879 |
|
|
2019
Q4 | $187K | Sell |
3,918
-52
| -1% | -$2.48K | ﹤0.01% | 981 |
|
|
2019
Q3 | $190K | Sell |
3,970
-72
| -2% | -$3.45K | ﹤0.01% | 910 |
|
|
2019
Q2 | $191K | Sell |
4,042
-661
| -14% | -$31.2K | ﹤0.01% | 901 |
|
|
2019
Q1 | $251K | Sell |
4,703
-383
| -8% | -$20.4K | ﹤0.01% | 794 |
|
|
2018
Q4 | $217K | Sell |
5,086
-26
| -0.5% | -$1.11K | ﹤0.01% | 770 |
|
|
2018
Q3 | $273K | Sell |
5,112
-398
| -7% | -$21.3K | ﹤0.01% | 727 |
|
|
2018
Q2 | $326K | Buy |
5,510
+495
| +10% | +$29.3K | ﹤0.01% | 636 |
|
|
2018
Q1 | $319K | Sell |
5,015
-200
| -4% | -$12.7K | ﹤0.01% | 620 |
|
|
2017
Q4 | $320K | Buy |
5,215
+242
| +5% | +$14.8K | ﹤0.01% | 608 |
|
|
2017
Q3 | $296K | Buy |
4,973
+2,987
| +150% | +$178K | ﹤0.01% | 593 |
|
|
2017
Q2 | $112K | Buy |
1,986
+119
| +6% | +$6.71K | ﹤0.01% | 843 |
|
|
2017
Q1 | $96K | Buy |
1,867
+631
| +51% | +$32.4K | ﹤0.01% | 840 |
|
|
2016
Q4 | $59K | Buy |
+1,236
| New | +$59K | ﹤0.01% | 973 |
|
|
2016
Q3 | – | Sell |
-754
| Closed | -$33K | – | 253 |
|
|
2016
Q2 | $33K | Buy |
754
+200
| +36% | +$8.75K | ﹤0.01% | 1013 |
|
|
2016
Q1 | $21K | Hold |
554
| – | – | ﹤0.01% | 1166 |
|
|
2015
Q4 | $21K | Hold |
554
| – | – | ﹤0.01% | 989 |
|
|
2015
Q3 | $18K | Hold |
554
| – | – | ﹤0.01% | 935 |
|
|
2015
Q2 | $20K | Hold |
554
| – | – | ﹤0.01% | 869 |
|
|
2015
Q1 | $18K | Sell |
554
-738
| -57% | -$24K | ﹤0.01% | 888 |
|
|
2014
Q4 | $36K | Buy |
1,292
+200
| +18% | +$5.57K | ﹤0.01% | 719 |
|
|
2014
Q3 | $26K | Sell |
1,092
-1,018
| -48% | -$24.2K | ﹤0.01% | 751 |
|
|
2014
Q2 | $52K | Hold |
2,110
| – | – | ﹤0.01% | 600 |
|
|
2014
Q1 | $49K | Sell |
2,110
-40
| -2% | -$929 | ﹤0.01% | 605 |
|
|
2013
Q4 | $58K | Buy |
2,150
+40
| +2% | +$1.08K | ﹤0.01% | 575 |
|
|
2013
Q3 | $48K | Sell |
2,110
-890
| -30% | -$20.2K | ﹤0.01% | 576 |
|
|
2013
Q2 | $54K | Buy |
+3,000
| New | +$54K | ﹤0.01% | 547 |
|