Philadelphia Trust Company’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,000
| Closed | -$245K | – | 251 |
|
|
2024
Q2 | $245K | Hold |
3,000
| – | – | 0.02% | 201 |
|
|
2024
Q1 | $268K | Hold |
3,000
| – | – | 0.02% | 196 |
|
|
2023
Q4 | $247K | Buy |
+3,000
| New | +$247K | 0.02% | 196 |
|
|
2023
Q3 | – | Sell |
-3,000
| Closed | -$218K | – | 222 |
|
|
2023
Q2 | $218K | Hold |
3,000
| – | – | 0.02% | 207 |
|
|
2023
Q1 | $207K | Buy |
+3,000
| New | +$207K | 0.02% | 217 |
|
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$258K | – | 241 |
|
|
2021
Q4 | $258K | Buy |
+3,000
| New | +$258K | 0.02% | 210 |
|