UMB Bank’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.1K | Buy |
1,282
+21
| +2% | +$1.38K | ﹤0.01% | 905 |
|
|
2025
Q1 | $82.4K | Sell |
1,261
-5
| -0.4% | -$327 | ﹤0.01% | 851 |
|
|
2024
Q4 | $86.4K | Buy |
1,266
+39
| +3% | +$2.66K | ﹤0.01% | 734 |
|
|
2024
Q3 | $110K | Buy |
1,227
+136
| +12% | +$12.2K | ﹤0.01% | 677 |
|
|
2024
Q2 | $89.2K | Hold |
1,091
| – | – | ﹤0.01% | 715 |
|
|
2024
Q1 | $97.6K | Buy |
1,091
+3
| +0.3% | +$268 | ﹤0.01% | 702 |
|
|
2023
Q4 | $89.7K | Hold |
1,088
| – | – | ﹤0.01% | 722 |
|
|
2023
Q3 | $71.9K | Hold |
1,088
| – | – | ﹤0.01% | 751 |
|
|
2023
Q2 | $79.2K | Hold |
1,088
| – | – | ﹤0.01% | 746 |
|
|
2023
Q1 | $75.2K | Hold |
1,088
| – | – | ﹤0.01% | 748 |
|
|
2022
Q4 | $62K | Hold |
1,088
| – | – | ﹤0.01% | 794 |
|
|
2022
Q3 | $53K | Sell |
1,088
-1,377
| -56% | -$67.1K | ﹤0.01% | 851 |
|
|
2022
Q2 | $134K | Hold |
2,465
| – | – | ﹤0.01% | 691 |
|
|
2022
Q1 | $157K | Hold |
2,465
| – | – | ﹤0.01% | 693 |
|
|
2021
Q4 | $212K | Buy |
+2,465
| New | +$212K | ﹤0.01% | 648 |
|