TFC Financial Management’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
Q3 | $517 | Hold |
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|
2025
Q2 | $462 | Hold |
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|
2025
Q1 | $460 | Hold |
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|
2024
Q4 | $480 | Hold |
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|
2024
Q3 | $632 | Sell |
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|
2024
Q2 | $658 | Buy |
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|
2024
Q1 | $630 | Hold |
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|
2023
Q4 | $580 | Hold |
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|
2023
Q3 | $466 | Hold |
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|
2023
Q2 | $513 | Hold |
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|
2023
Q1 | $487 | Hold |
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|
2022
Q4 | $403 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $0 | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $0 | Hold |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Buy |
|