Simon Quick Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
6,962
+897
| +15% | +$58.8K | 0.02% | 467 |
|
|
2025
Q1 | $396K | Buy |
6,065
+857
| +16% | +$56K | 0.02% | 353 |
|
|
2024
Q4 | $355K | Sell |
5,208
-341
| -6% | -$23.3K | 0.02% | 329 |
|
|
2024
Q3 | $498K | Buy |
5,549
+1,392
| +33% | +$125K | 0.03% | 240 |
|
|
2024
Q2 | $340K | Buy |
+4,157
| New | +$340K | 0.02% | 266 |
|
|
2019
Q3 | – | Sell |
-32
| Closed | -$1.51K | – | 378 |
|
|
2019
Q2 | $1.51K | Buy |
+32
| New | +$1.51K | ﹤0.01% | 390 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$21K | – | 392 |
|
|
2018
Q4 | $21K | Buy |
+500
| New | +$21K | 0.01% | 246 |
|