Pathstone Holdings’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Sell |
14,417
-606
| -4% | -$39.7K | ﹤0.01% | 1419 |
|
|
2025
Q1 | $982K | Buy |
15,023
+907
| +6% | +$59.3K | ﹤0.01% | 1390 |
|
|
2024
Q4 | $963K | Buy |
14,116
+1,235
| +10% | +$84.2K | ﹤0.01% | 1383 |
|
|
2024
Q3 | $1.16M | Sell |
12,881
-912
| -7% | -$81.9K | 0.01% | 1282 |
|
|
2024
Q2 | $1.13M | Sell |
13,793
-468
| -3% | -$38.3K | 0.01% | 1256 |
|
|
2024
Q1 | $1.28M | Sell |
14,261
-415
| -3% | -$37.1K | 0.01% | 1131 |
|
|
2023
Q4 | $1.21M | Buy |
+14,676
| New | +$1.21M | 0.01% | 968 |
|