O'Shaughnessy 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 | $734K | Sell |
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|
2025
Q1 | $816K | Sell |
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|
2024
Q4 | $882K | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $310K | Buy |
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|
2022
Q4 | $230K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $29K | Buy |
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|
2021
Q2 | $22K | Sell |
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|
2021
Q1 | $24K | Buy |
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|
2020
Q4 | $16K | Buy |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $31K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.69M | Sell |
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|
2016
Q1 | $3.16M | Sell |
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|
2015
Q4 | $3.84M | Sell |
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|
2015
Q3 | $3.92M | Buy |
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|
2015
Q2 | $2.2M | Buy |
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|
2015
Q1 | $473K | Buy |
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|
2014
Q4 | $181K | Sell |
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|
2014
Q3 | $1.46M | Sell |
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|
2014
Q2 | $2.05M | Sell |
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|
2014
Q1 | $2.38M | Sell |
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|
2013
Q4 | $8.2M | Sell |
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|
2013
Q3 | $7.67M | Sell |
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|
2013
Q2 | $7.43M | Buy |
|