T
TOBAM’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-199
| Closed | -$13K | – | 254 |
|
|
2025
Q1 | $13K | Sell |
199
-126
| -39% | -$8.23K | 0.01% | 219 |
|
|
2024
Q4 | $22K | Hold |
325
| – | – | 0.01% | 315 |
|
|
2024
Q3 | $29K | Buy |
325
+85
| +35% | +$7.59K | 0.01% | 311 |
|
|
2024
Q2 | $20K | Buy |
+240
| New | +$20K | ﹤0.01% | 319 |
|
|
2022
Q4 | – | Sell |
-391
| Closed | -$19K | – | 410 |
|
|
2022
Q3 | $19K | Sell |
391
-199
| -34% | -$9.67K | ﹤0.01% | 422 |
|
|
2022
Q2 | $32K | Sell |
590
-11,034
| -95% | -$598K | ﹤0.01% | 402 |
|
|
2022
Q1 | $743K | Sell |
11,624
-40,142
| -78% | -$2.57M | 0.04% | 157 |
|
|
2021
Q4 | $4.44M | Buy |
51,766
+4,364
| +9% | +$375K | 0.2% | 87 |
|
|
2021
Q3 | $2.9M | Buy |
47,402
+26,888
| +131% | +$1.64M | 0.12% | 99 |
|
|
2021
Q2 | $1.48M | Buy |
20,514
+18,544
| +941% | +$1.34M | 0.06% | 116 |
|
|
2021
Q1 | $133K | Buy |
1,970
+494
| +33% | +$33.4K | 0.01% | 221 |
|
|
2020
Q4 | $81K | Sell |
1,476
-639
| -30% | -$35.1K | ﹤0.01% | 265 |
|
|
2020
Q3 | $112K | Buy |
2,115
+1,274
| +151% | +$67.5K | 0.01% | 213 |
|
|
2020
Q2 | $40K | Buy |
+841
| New | +$40K | ﹤0.01% | 138 |
|