Stanley-Laman Group’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
$2.59M Sell
39,439
-3,550
-8% -$233K 0.38% 116
2025
Q1
$2.81M Sell
42,989
-2,052
-5% -$134K 0.43% 105
2024
Q4
$3.07M Buy
45,041
+26
+0.1% +$1.77K 0.43% 104
2024
Q3
$4.04M Sell
45,015
-1,349
-3% -$121K 0.57% 76
2024
Q2
$3.79M Sell
46,364
-1,817
-4% -$149K 0.54% 81
2024
Q1
$4.31M Sell
48,181
-205
-0.4% -$18.3K 0.6% 65
2023
Q4
$3.99M Sell
48,386
-628
-1% -$51.8K 0.61% 54
2023
Q3
$3.24M Sell
49,014
-2,263
-4% -$150K 0.55% 79
2023
Q2
$3.73M Sell
51,277
-511
-1% -$37.2K 0.62% 62
2023
Q1
$3.58M Sell
51,788
-870
-2% -$60.2K 0.64% 60
2022
Q4
$3.01M Sell
52,658
-1,058
-2% -$60.6K 0.57% 73
2022
Q3
$2.61M Buy
53,716
+982
+2% +$47.7K 0.5% 85
2022
Q2
$2.88M Buy
52,734
+1,324
+3% +$72.4K 0.51% 76
2022
Q1
$3.29M Buy
51,410
+3,585
+7% +$229K 0.45% 76
2021
Q4
$4.11M Buy
47,825
+8,939
+23% +$767K 0.48% 51
2021
Q3
$2.38M Buy
38,886
+3,251
+9% +$199K 0.31% 94
2021
Q2
$2.57M Buy
35,635
+2,005
+6% +$144K 0.37% 75
2021
Q1
$2.27M Buy
33,630
+2,317
+7% +$157K 0.38% 73
2020
Q4
$1.72M Buy
+31,313
New +$1.72M 0.3% 99
2016
Q1
Sell
-17,852
Closed -$684K 295
2015
Q4
$684K Buy
17,852
+1,928
+12% +$73.9K 0.12% 192
2015
Q3
$519K Buy
+15,924
New +$519K 0.11% 193