Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $3.46M | Buy |
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|
2017
Q3 | $1.17M | Hold |
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|
2017
Q2 | $1.1M | Hold |
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|
2017
Q1 | $1M | Hold |
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|
2016
Q4 | $928K | Hold |
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|
2016
Q3 | $969K | Hold |
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|
2016
Q2 | $864K | Hold |
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|
2016
Q1 | $748K | Hold |
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|
2015
Q4 | $751K | Hold |
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|
2015
Q3 | $639K | Hold |
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|
2015
Q2 | $706K | Hold |
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|
2015
Q1 | $644K | Hold |
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|
2014
Q4 | $553K | Buy |
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|
2014
Q3 | $389K | Buy |
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|
2014
Q2 | $299K | Hold |
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|
2014
Q1 | $278K | Hold |
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|
2013
Q4 | $325K | Hold |
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|
2013
Q3 | $273K | Hold |
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|
2013
Q2 | $219K | Buy |
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