SPA
Sherbrooke Park Advisers’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,433
| Closed | -$302K | – | 594 |
|
|
2024
Q4 | $302K | Buy |
+4,433
| New | +$302K | 0.1% | 398 |
|
|
2024
Q2 | – | Sell |
-6,693
| Closed | -$599K | – | 895 |
|
|
2024
Q1 | $599K | Buy |
+6,693
| New | +$599K | 0.12% | 304 |
|
|
2023
Q4 | – | Sell |
-17,862
| Closed | -$1.18M | – | 457 |
|
|
2023
Q3 | $1.18M | Buy |
17,862
+11,762
| +193% | +$778K | 0.37% | 73 |
|
|
2023
Q2 | $444K | Buy |
+6,100
| New | +$444K | 0.23% | 198 |
|