United Asset Strategies’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 | $584K | Sell |
8,905
-664
| -7% | -$43.5K | 0.05% | 182 |
|
|
2025
Q1 | $625K | Buy |
9,569
+371
| +4% | +$24.2K | 0.06% | 178 |
|
|
2024
Q4 | $627K | Buy |
9,198
+293
| +3% | +$20K | 0.06% | 169 |
|
|
2024
Q3 | $800K | Sell |
8,905
-71
| -0.8% | -$6.38K | 0.07% | 155 |
|
|
2024
Q2 | $734K | Sell |
8,976
-1,180
| -12% | -$96.5K | 0.07% | 157 |
|
|
2024
Q1 | $909K | Buy |
10,156
+152
| +2% | +$13.6K | 0.09% | 152 |
|
|
2023
Q4 | $825K | Buy |
10,004
+730
| +8% | +$60.2K | 0.09% | 152 |
|
|
2023
Q3 | $613K | Buy |
9,274
+909
| +11% | +$60.1K | 0.08% | 167 |
|
|
2023
Q2 | $609K | Buy |
8,365
+54
| +0.6% | +$3.93K | 0.08% | 160 |
|
|
2023
Q1 | $575K | Buy |
+8,311
| New | +$575K | 0.08% | 166 |
|