TD Private Client Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.5K | Sell |
371
-57
| -13% | -$4.11K | ﹤0.01% | 974 |
|
|
2025
Q4 | $28.6K | Sell |
428
-16
| -4% | -$1.08K | ﹤0.01% | 969 |
|
|
2025
Q3 | $32.6K | Sell |
444
-2
| -0.4% | -$143 | ﹤0.01% | 916 |
|
|
2025
Q2 | $29.2K | Buy |
446
+263
| +144% | +$17.2K | ﹤0.01% | 930 |
|
|
2025
Q1 | $12K | Sell |
183
-16
| -8% | -$1.08K | ﹤0.01% | 998 |
|
|
2024
Q4 | $13.6K | Buy |
199
+2
| +1% | +$151 | ﹤0.01% | 1020 |
|
|
2024
Q3 | $17.7K | Sell |
197
-11
| -5% | -$910 | ﹤0.01% | 983 |
|
|
2024
Q2 | $17K | Buy |
208
+8
| +4% | +$677 | ﹤0.01% | 975 |
|
|
2024
Q1 | $17.9K | Sell |
200
-3
| -1% | -$247 | ﹤0.01% | 961 |
|
|
2023
Q4 | $16.7K | Sell |
203
-13
| -6% | -$959 | ﹤0.01% | 978 |
|
|
2023
Q3 | $14.3K | Sell |
216
-8
| -4% | -$568 | ﹤0.01% | 982 |
|
|
2023
Q2 | $16.3K | Sell |
224
-5
| -2% | -$342 | ﹤0.01% | 977 |
|
|
2023
Q1 | $15.8K | Hold |
229
| – | – | ﹤0.01% | 973 |
|
|
2022
Q4 | $13.1K | Buy |
229
+7
| +3% | +$391 | ﹤0.01% | 973 |
|
|
2022
Q3 | $10.8K | Buy |
222
+3
| +1% | +$172 | ﹤0.01% | 985 |
|
|
2022
Q2 | $12K | Sell |
219
-31
| -12% | -$1.86K | ﹤0.01% | 984 |
|
|
2022
Q1 | $16K | Sell |
250
-180
| -42% | -$13.1K | ﹤0.01% | 976 |
|
|
2021
Q4 | $36.9K | Sell |
430
-1
| -0.2% | -$76 | ﹤0.01% | 783 |
|
|
2021
Q3 | $26.3K | Sell |
431
-1,412
| -77% | -$98.6K | ﹤0.01% | 820 |
|
|
2021
Q2 | $133K | Sell |
1,843
-30
| -2% | -$2.07K | 0.01% | 578 |
|
|
2021
Q1 | $127K | Sell |
1,873
-191
| -9% | -$11.6K | 0.01% | 565 |
|
|
2020
Q4 | $113K | Buy |
2,064
+10
| +0.5% | +$551 | 0.01% | 542 |
|
|
2020
Q3 | $108K | Buy |
2,054
+1,610
| +363% | +$80.4K | 0.01% | 522 |
|
|
2020
Q2 | $20.9K | Buy |
444
+216
| +95% | +$9.43K | ﹤0.01% | 722 |
|
|
2020
Q1 | $8.62K | Sell |
228
-25
| -10% | -$1.06K | ﹤0.01% | 770 |
|
|
2019
Q4 | $12.1K | Buy |
+253
| New | +$12.3K | ﹤0.01% | 743 |
|
Other funds holding AOS
VCM
VPM
