Plante Moran Financial Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-91
| Closed | -$4K | – | 863 |
|
|
2022
Q3 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 715 |
|
|
2022
Q1 | – | Sell |
-66
| Closed | -$6K | – | 804 |
|
|
2021
Q4 | $6K | Buy |
+66
| New | +$6K | ﹤0.01% | 770 |
|
|
2017
Q2 | – | Sell |
-390
| Closed | -$20K | – | 832 |
|
|
2017
Q1 | $20K | Sell |
390
-118
| -23% | -$6.05K | 0.01% | 478 |
|
|
2016
Q4 | $24K | Sell |
508
-646
| -56% | -$30.5K | 0.02% | 455 |
|
|
2016
Q3 | $57K | Buy |
+1,154
| New | +$57K | 0.04% | 285 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$8K | – | 857 |
|
|
2015
Q4 | $8K | Buy |
+200
| New | +$8K | 0.01% | 609 |
|