Rothschild Investment LLC’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$787 Sell
12
-88
-88% -$5.77K ﹤0.01% 2581
2025
Q1
$6.54K Buy
100
+40
+67% +$2.61K ﹤0.01% 1315
2024
Q4
$4.09K Sell
60
-25
-29% -$1.71K ﹤0.01% 1424
2024
Q3
$7.64K Sell
85
-10
-11% -$898 ﹤0.01% 1183
2024
Q2
$7.77K Buy
95
+5
+6% +$409 ﹤0.01% 1143
2024
Q1
$8.05K Hold
90
﹤0.01% 1082
2023
Q4
$7.42K Buy
+90
New +$7.42K ﹤0.01% 1030