WCM Investment Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,732
| Closed | -$845K | – | 205 |
|
|
2021
Q2 | $845K | Hold |
11,732
| – | – | ﹤0.01% | 175 |
|
|
2021
Q1 | $793K | Buy |
11,732
+1,295
| +12% | +$87.5K | ﹤0.01% | 158 |
|
|
2020
Q4 | $572K | Buy |
10,437
+300
| +3% | +$16.4K | ﹤0.01% | 174 |
|
|
2020
Q3 | $535K | Sell |
10,137
-4,178
| -29% | -$221K | ﹤0.01% | 161 |
|
|
2020
Q2 | $675K | Hold |
14,315
| – | – | ﹤0.01% | 156 |
|
|
2020
Q1 | $541K | Buy |
+14,315
| New | +$541K | ﹤0.01% | 159 |
|