SG
Sienna Gestion’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
5,375
| – | – | 0.02% | 156 |
|
|
2025
Q1 | $341K | Hold |
5,375
| – | – | 0.03% | 156 |
|
|
2024
Q4 | $367K | Hold |
5,375
| – | – | 0.02% | 179 |
|
|
2024
Q3 | $482K | Buy |
+5,375
| New | +$482K | 0.03% | 177 |
|
|
2024
Q2 | – | Sell |
-85,488
| Closed | -$7.65M | – | 162 |
|
|
2024
Q1 | $7.65M | Buy |
+85,488
| New | +$7.65M | 0.66% | 57 |
|