SM
Sciencast Management’s A.O. Smith AOS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-8,651
| Closed | -$615K | – | 335 |
|
2023
Q2 | $615K | Sell |
8,651
-1,609
| -16% | -$114K | 0.5% | 85 |
|
2023
Q1 | $690K | Buy |
+10,260
| New | +$690K | 0.92% | 37 |
|
2022
Q2 | – | Sell |
-15,657
| Closed | -$1.01M | – | 396 |
|
2022
Q1 | $1.01M | Buy |
15,657
+11,257
| +256% | +$725K | 0.23% | 145 |
|
2021
Q4 | $371K | Sell |
4,400
-13,603
| -76% | -$1.15M | 0.07% | 346 |
|
2021
Q3 | $1.14M | Buy |
+18,003
| New | +$1.14M | 0.32% | 111 |
|
2021
Q2 | – | Sell |
-25,084
| Closed | -$1.69M | – | 466 |
|
2021
Q1 | $1.69M | Buy |
+25,084
| New | +$1.69M | 0.34% | 91 |
|
2020
Q4 | – | Sell |
-4,100
| Closed | -$234K | – | 443 |
|
2020
Q3 | $234K | Sell |
4,100
-15,498
| -79% | -$885K | 0.09% | 330 |
|
2020
Q2 | $968K | Buy |
+19,598
| New | +$968K | 0.24% | 140 |
|
2019
Q4 | – | Sell |
-21,855
| Closed | -$1.06M | – | 461 |
|
2019
Q3 | $1.06M | Buy |
+21,855
| New | +$1.06M | 0.35% | 100 |
|
2019
Q1 | – | Sell |
-24,300
| Closed | -$1.13M | – | 359 |
|
2018
Q4 | $1.13M | Sell |
24,300
-2,646
| -10% | -$123K | 1.01% | 6 |
|
2018
Q3 | $1.22M | Buy |
26,946
+17,205
| +177% | +$782K | 0.83% | 23 |
|
2018
Q2 | $585K | Buy |
9,741
+4,448
| +84% | +$267K | 0.54% | 65 |
|
2018
Q1 | $347K | Sell |
5,293
-111
| -2% | -$7.28K | 0.17% | 216 |
|
2017
Q4 | $361K | Buy |
+5,404
| New | +$361K | 0.19% | 197 |
|
2017
Q2 | – | Sell |
-10,350
| Closed | -$530 | – | 361 |
|
2017
Q1 | $530 | Buy |
+10,350
| New | +$530 | 0.29% | 124 |
|