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 |
|