Optimum Investment Advisors’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
Q3 | $50.5K | Hold |
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|
2025
Q2 | $45.1K | Hold |
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|
2025
Q1 | $44.9K | Hold |
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|
2024
Q4 | $46.9K | Hold |
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|
2024
Q3 | $61.8K | Hold |
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|
2024
Q2 | $56.2K | Buy |
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|
2024
Q1 | $61.4K | Buy |
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|
2023
Q4 | $56.5K | Buy |
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|
2023
Q3 | $45.3K | Sell |
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|
2023
Q2 | $88.4K | Buy |
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|
2023
Q1 | $83.9K | Buy |
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|
2022
Q4 | $69.4K | Buy |
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|
2022
Q3 | $59K | Buy |
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|
2022
Q2 | $66K | Hold |
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|
2022
Q1 | $77K | Hold |
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|
2021
Q4 | $104K | Hold |
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|
2021
Q3 | $74K | Sell |
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|
2021
Q2 | $110K | Hold |
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|
2021
Q1 | $103K | Sell |
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|
2020
Q4 | $128K | Buy |
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|
2020
Q3 | $107K | Hold |
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|
2020
Q2 | $96K | Hold |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $97K | Hold |
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|
2019
Q3 | $97K | Hold |
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|
2019
Q2 | $96K | Sell |
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|
2019
Q1 | $215K | Hold |
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|
2018
Q4 | $173K | Sell |
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|
2018
Q3 | $249K | Hold |
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|
2018
Q2 | $276K | Hold |
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|
2018
Q1 | $296K | Hold |
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|
2017
Q4 | $286K | Sell |
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|
2017
Q3 | $298K | Hold |
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|
2017
Q2 | $282K | Hold |
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|
2017
Q1 | $256K | Hold |
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|
2016
Q4 | $237K | Hold |
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|
2016
Q3 | $247K | Hold |
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|
2016
Q2 | $221K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $213K | Buy |
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