Tidal Investments’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
19,177
-1,902
-9% -$125K 0.01% 897
2025
Q1
$1.38M Sell
21,079
-651
-3% -$42.5K 0.01% 815
2024
Q4
$1.48M Buy
21,730
+7,775
+56% +$530K 0.01% 806
2024
Q3
$1.25M Sell
13,955
-5,104
-27% -$458K 0.01% 865
2024
Q2
$1.56M Sell
19,059
-2,341
-11% -$191K 0.02% 661
2024
Q1
$1.91M Buy
21,400
+11,663
+120% +$1.04M 0.03% 538
2023
Q4
$803K Sell
9,737
-1,353
-12% -$112K 0.02% 722
2023
Q3
$733K Buy
11,090
+2,047
+23% +$135K 0.02% 663
2023
Q2
$658K Sell
9,043
-5,220
-37% -$380K 0.02% 691
2023
Q1
$986K Buy
14,263
+2,949
+26% +$204K 0.03% 500
2022
Q4
$648K Sell
11,314
-883
-7% -$50.6K 0.02% 581
2022
Q3
$593K Sell
12,197
-1,407
-10% -$68.4K 0.02% 511
2022
Q2
$744K Buy
13,604
+2,231
+20% +$122K 0.03% 462
2022
Q1
$727K Buy
11,373
+1,721
+18% +$110K 0.02% 529
2021
Q4
$829K Buy
9,652
+2,378
+33% +$204K 0.03% 460
2021
Q3
$462K Buy
+7,274
New +$462K 0.02% 531