Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $664K | Buy |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $547K | Sell |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $944K | Buy |
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|
2022
Q2 | $385K | Buy |
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|
2022
Q1 | $386K | Sell |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $343K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $19K | Buy |
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|
2019
Q2 | $19K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $12K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1K | Buy |
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