SlateStone Wealth’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $827K | Hold |
12,615
| – | – | 0.08% | 168 |
|
|
2025
Q1 | $825K | Hold |
12,615
| – | – | 0.08% | 164 |
|
|
2024
Q4 | $860K | Buy |
12,615
+425
| +3% | +$29K | 0.08% | 163 |
|
|
2024
Q3 | $1.1M | Hold |
12,190
| – | – | 0.1% | 147 |
|
|
2024
Q2 | $997K | Sell |
12,190
-234
| -2% | -$19.1K | 0.11% | 149 |
|
|
2024
Q1 | $1.11M | Buy |
+12,424
| New | +$1.11M | 0.11% | 137 |
|