Summit Trail Advisors’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Buy
+5,052
New +$331K 0.01% 888
2018
Q1
Sell
-220
Closed -$15K 497
2017
Q4
$15K Buy
+220
New +$15K ﹤0.01% 1114