Olympiad Research’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,935
| Closed | -$353K | – | 252 |
|
|
2024
Q3 | $353K | Sell |
3,935
-930
| -19% | -$83.5K | 0.23% | 143 |
|
|
2024
Q2 | $398K | Sell |
4,865
-772
| -14% | -$63.1K | 0.29% | 99 |
|
|
2024
Q1 | $504K | Sell |
5,637
-493
| -8% | -$44.1K | 0.33% | 67 |
|
|
2023
Q4 | $505K | Sell |
6,130
-916
| -13% | -$75.5K | 0.4% | 55 |
|
|
2023
Q3 | $466K | Buy |
7,046
+1,632
| +30% | +$108K | 0.46% | 37 |
|
|
2023
Q2 | $394K | Buy |
+5,414
| New | +$394K | 0.39% | 71 |
|
|
2022
Q3 | $251K | Buy |
5,164
+343
| +7% | +$16.7K | 0.14% | 170 |
|
|
2022
Q2 | $264K | Buy |
+4,821
| New | +$264K | 0.12% | 180 |
|
|
2020
Q3 | – | Sell |
-5,986
| Closed | -$282K | – | 347 |
|
|
2020
Q2 | $282K | Sell |
5,986
-4,779
| -44% | -$225K | 0.2% | 129 |
|
|
2020
Q1 | $407K | Buy |
10,765
+6,248
| +138% | +$236K | 0.41% | 51 |
|
|
2019
Q4 | $215K | Buy |
+4,517
| New | +$215K | 0.17% | 194 |
|