Oppenheimer Asset Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $486K | Buy |
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|
2024
Q3 | $638K | Buy |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $631K | Sell |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $538K | Sell |
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|
2023
Q2 | $663K | Sell |
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|
2023
Q1 | $655K | Sell |
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|
2022
Q4 | $616K | Sell |
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|
2022
Q3 | $563K | Sell |
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|
2022
Q2 | $656K | Sell |
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|
2022
Q1 | $801K | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $850K | Sell |
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|
2021
Q2 | $4.57M | Sell |
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|
2021
Q1 | $6.3M | Buy |
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|
2020
Q4 | $5.05M | Buy |
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|
2020
Q3 | $4.56M | Buy |
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|
2020
Q2 | $3.97M | Buy |
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|
2020
Q1 | $2.92M | Buy |
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|
2019
Q4 | $3.47M | Sell |
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|
2019
Q3 | $4.08M | Sell |
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|
2019
Q2 | $6.46M | Buy |
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|
2019
Q1 | $6.01M | Buy |
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|
2018
Q4 | $3.75M | Sell |
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|
2018
Q3 | $5.24M | Buy |
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|
2018
Q2 | $5.53M | Buy |
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|
2018
Q1 | $5.77M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $6K | Sell |
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|
2017
Q2 | $69K | Sell |
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|
2017
Q1 | $87K | Buy |
|