United Asset Strategies’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
$674K Buy
2025
Q2
$584K Sell
2025
Q1
$625K Buy
2024
Q4
$627K Buy
2024
Q3
$800K Sell
2024
Q2
$734K Sell
2024
Q1
$909K Buy
2023
Q4
$825K Buy
2023
Q3
$613K Buy
2023
Q2
$609K Buy
2023
Q1
$575K Buy