Orion Portfolio Solutions’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
Q1 | $2.21M | Sell |
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|
2024
Q4 | $3.44M | Sell |
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|
2024
Q3 | $4.68M | Sell |
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|
2024
Q2 | $4.29M | Sell |
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|
2024
Q1 | $4.86M | Sell |
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|
2023
Q4 | $5.36M | Sell |
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|
2023
Q3 | $4.84M | Sell |
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|
2023
Q2 | $5.84M | Buy |
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|
2023
Q1 | $5.46M | Buy |
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|
2022
Q4 | $594K | Buy |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $373K | Sell |
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|
2021
Q3 | $267K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $204K | Buy |
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