Savant Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,437
| Closed | -$303K | – | 1094 |
|
|
2024
Q4 | $303K | Buy |
4,437
+114
| +3% | +$8.63K | ﹤0.01% | 1113 |
|
|
2024
Q3 | $388K | Sell |
4,323
-20,379
| -82% | -$1.69M | ﹤0.01% | 983 |
|
|
2024
Q2 | $2.02M | Sell |
24,702
-812
| -3% | -$68.7K | 0.02% | 374 |
|
|
2024
Q1 | $2.28M | Buy |
25,514
+18,831
| +282% | +$1.55M | 0.03% | 327 |
|
|
2023
Q4 | $551K | Sell |
6,683
-31
| -0.5% | -$2.29K | 0.01% | 543 |
|
|
2023
Q3 | $444K | Sell |
6,714
-235
| -3% | -$16.7K | 0.01% | 553 |
|
|
2023
Q2 | $506K | Buy |
6,949
+123
| +2% | +$8.42K | 0.01% | 506 |
|
|
2023
Q1 | $472K | Buy |
6,826
+17
| +0.2% | +$1.1K | 0.01% | 472 |
|
|
2022
Q4 | $317K | Buy |
6,809
+1,087
| +19% | +$60.8K | 0.01% | 449 |
|
|
2022
Q3 | $278K | Hold |
5,722
| – | – | 0.01% | 443 |
|
|
2022
Q2 | $313K | Buy |
5,722
+57
| +1% | +$3.42K | 0.01% | 428 |
|
|
2022
Q1 | $362K | Buy |
5,665
+116
| +2% | +$8.44K | 0.01% | 414 |
|
|
2021
Q4 | $476K | Hold |
5,549
| – | – | 0.02% | 364 |
|
|
2021
Q3 | $339K | Hold |
5,549
| – | – | 0.01% | 391 |
|
|
2021
Q2 | $400K | Hold |
5,549
| – | – | 0.02% | 350 |
|
|
2021
Q1 | $375K | Sell |
5,549
-25
| -0.4% | -$1.52K | 0.02% | 333 |
|
|
2020
Q4 | $306K | Hold |
5,574
| – | – | 0.02% | 349 |
|
|
2020
Q3 | $294K | Sell |
5,574
-1,579
| -22% | -$78.8K | 0.02% | 333 |
|
|
2020
Q2 | $337K | Buy |
7,153
+26
| +0.4% | +$1.14K | 0.03% | 310 |
|
|
2020
Q1 | $269K | Buy |
7,127
+9
| +0.1% | +$384 | 0.03% | 311 |
|
|
2019
Q4 | $339K | Buy |
7,118
+58
| +0.8% | +$2.81K | 0.04% | 267 |
|
|
2019
Q3 | $337K | Sell |
7,060
-1,119
| -14% | -$51.7K | 0.05% | 245 |
|
|
2019
Q2 | $386K | Buy |
8,179
+39
| +0.5% | +$1.91K | 0.05% | 225 |
|
|
2019
Q1 | $434K | Hold |
8,140
| – | – | 0.08% | 172 |
|
|
2018
Q4 | $348K | Buy |
8,140
+40
| +0.5% | +$1.84K | 0.07% | 182 |
|
|
2018
Q3 | $432K | Hold |
8,100
| – | – | 0.08% | 187 |
|
|
2018
Q2 | $479K | Hold |
8,100
| – | – | 0.1% | 150 |
|
|
2018
Q1 | $515K | Hold |
8,100
| – | – | 0.11% | 145 |
|
|
2017
Q4 | $496K | Hold |
8,100
| – | – | 0.1% | 153 |
|
|
2017
Q3 | $481K | Hold |
8,100
| – | – | 0.11% | 149 |
|
|
2017
Q2 | $456K | Hold |
8,100
| – | – | 0.11% | 150 |
|
|
2017
Q1 | $414K | Hold |
8,100
| – | – | 0.1% | 158 |
|
|
2016
Q4 | $384K | Buy |
+8,100
| New | +$391K | 0.1% | 158 |
|
Other funds holding AOS
