Smith Shellnut Wilson’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
Q1 | – | Sell |
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|
2024
Q4 | $206K | Sell |
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|
2024
Q3 | $278K | Sell |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $320K | Buy |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $291K | Buy |
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $334K | Buy |
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|
2020
Q4 | $262K | Buy |
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|
2020
Q3 | $203 | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Hold |
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|
2019
Q3 | $221K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $212K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Buy |
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|
2018
Q1 | $253K | Buy |
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