Sonen Capital’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
2023
Q4
$440K Sell
2023
Q3
$606K Buy
2023
Q2
$518K Hold
2023
Q1
$492K Sell
2022
Q4
$589K Sell
2022
Q3
$541K Buy
2022
Q2
$527K Sell
2022
Q1
$822K Buy
2021
Q4
$980K Buy