Private Advisor Group’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,319
| Closed | -$413K | – | 2406 |
|
|
2025
Q1 | $413K | Sell |
6,319
-375
| -6% | -$24.5K | ﹤0.01% | 1701 |
|
|
2024
Q4 | $457K | Buy |
6,694
+3,712
| +124% | +$253K | ﹤0.01% | 1631 |
|
|
2024
Q3 | $268K | Buy |
+2,982
| New | +$268K | ﹤0.01% | 2025 |
|
|
2020
Q3 | – | Sell |
-525
| Closed | -$25K | – | 1650 |
|
|
2020
Q2 | $25K | Buy |
+525
| New | +$25K | ﹤0.01% | 2454 |
|
|
2020
Q1 | – | Sell |
-5,333
| Closed | -$254K | – | 1431 |
|
|
2019
Q4 | $254K | Buy |
5,333
+170
| +3% | +$8.1K | ﹤0.01% | 1351 |
|
|
2019
Q3 | $246K | Buy |
+5,163
| New | +$246K | ﹤0.01% | 1386 |
|
|
2019
Q2 | – | Sell |
-12,245
| Closed | -$653K | – | 1664 |
|
|
2019
Q1 | $653K | Buy |
12,245
+1,608
| +15% | +$85.8K | 0.01% | 856 |
|
|
2018
Q4 | $456K | Sell |
10,637
-481
| -4% | -$20.6K | 0.01% | 876 |
|
|
2018
Q3 | $593K | Buy |
11,118
+65
| +0.6% | +$3.47K | 0.01% | 915 |
|
|
2018
Q2 | $652K | Buy |
11,053
+5,443
| +97% | +$321K | 0.01% | 646 |
|
|
2018
Q1 | $357K | Sell |
5,610
-11,467
| -67% | -$730K | 0.01% | 808 |
|
|
2017
Q4 | $1.08M | Buy |
17,077
+6,066
| +55% | +$384K | 0.05% | 396 |
|
|
2017
Q3 | $669K | Buy |
+11,011
| New | +$669K | 0.02% | 751 |
|