Shell Asset Management’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
Q2 | $383K | Hold |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $748K | Buy |
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|
2024
Q1 | $693K | Buy |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $421K | Sell |
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|
2023
Q2 | $466K | Hold |
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|
2023
Q1 | $443K | Hold |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $379K | Sell |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $649K | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $815K | Sell |
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|
2021
Q2 | $996K | Sell |
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|
2021
Q1 | $955K | Sell |
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|
2020
Q4 | $807K | Sell |
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|
2020
Q3 | $1.49M | Sell |
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|
2020
Q2 | $1.37M | Buy |
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|
2020
Q1 | $41K | Sell |
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|
2019
Q4 | $223K | Sell |
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|
2019
Q3 | $463K | Hold |
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|
2019
Q2 | $457K | Hold |
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|
2019
Q1 | $517K | Buy |
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|
2018
Q4 | $200K | Sell |
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|
2018
Q3 | $616K | Sell |
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|
2018
Q2 | $717K | Buy |
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|
2018
Q1 | $605K | Buy |
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|
2017
Q4 | $466K | Hold |
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|
2017
Q3 | $452K | Sell |
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|
2017
Q2 | $456K | Sell |
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|
2017
Q1 | $532K | Hold |
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|
2016
Q4 | $492K | Sell |
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|
2016
Q3 | $881K | Sell |
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|
2016
Q2 | $894K | Buy |
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