Resources Management Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23K | Hold |
350
| – | – | ﹤0.01% | 306 |
|
|
2025
Q4 | $23K | Hold |
350
| – | – | ﹤0.01% | 311 |
|
|
2025
Q3 | $26K | Hold |
350
| – | – | ﹤0.01% | 288 |
|
|
2025
Q2 | $23K | Hold |
350
| – | – | ﹤0.01% | 309 |
|
|
2025
Q1 | $23K | Hold |
350
| – | – | ﹤0.01% | 319 |
|
|
2024
Q4 | $24K | Hold |
350
| – | – | ﹤0.01% | 315 |
|
|
2024
Q3 | $31K | Hold |
350
| – | – | ﹤0.01% | 311 |
|
|
2024
Q2 | $29K | Hold |
350
| – | – | ﹤0.01% | 313 |
|
|
2024
Q1 | $31K | Hold |
350
| – | – | ﹤0.01% | 309 |
|
|
2023
Q4 | $29K | Hold |
350
| – | – | ﹤0.01% | 315 |
|
|
2023
Q3 | $23K | Hold |
350
| – | – | ﹤0.01% | 323 |
|
|
2023
Q2 | $25K | Sell |
350
-27,555
| -99% | -$1.89M | ﹤0.01% | 320 |
|
|
2023
Q1 | $3.9M | Buy |
27,905
+27,455
| +6,101% | +$1.78M | 0.63% | 45 |
|
|
2022
Q4 | $26K | Sell |
450
-200
| -31% | -$11.2K | ﹤0.01% | 328 |
|
|
2022
Q3 | $32K | Buy |
650
+100
| +18% | +$5.74K | 0.01% | 327 |
|
|
2022
Q2 | $30K | Hold |
550
| – | – | ﹤0.01% | 335 |
|
|
2022
Q1 | $35K | Hold |
550
| – | – | ﹤0.01% | 332 |
|
|
2021
Q4 | $47K | Hold |
550
| – | – | 0.01% | 328 |
|
|
2021
Q3 | $34K | Hold |
550
| – | – | ﹤0.01% | 340 |
|
|
2021
Q2 | $40K | Hold |
550
| – | – | 0.01% | 343 |
|
|
2021
Q1 | $37K | Hold |
550
| – | – | 0.01% | 341 |
|
|
2020
Q4 | $30K | Hold |
550
| – | – | ﹤0.01% | 339 |
|
|
2020
Q3 | $29K | Hold |
550
| – | – | 0.01% | 324 |
|
|
2020
Q2 | $26K | Hold |
550
| – | – | 0.01% | 329 |
|
|
2020
Q1 | $21K | Sell |
550
-300
| -35% | -$12.8K | ﹤0.01% | 341 |
|
|
2019
Q4 | $40K | Hold |
850
| – | – | 0.01% | 299 |
|
|
2019
Q3 | $41K | Buy |
+850
| New | +$39.3K | 0.01% | 313 |
|
|
2018
Q4 | $40K | Hold |
960
| – | – | 0.01% | 299 |
|
|
2018
Q3 | $51K | Buy |
+960
| New | +$56.4K | 0.01% | 278 |
|
Other funds holding AOS
VCM
VPM
