Wedbush Securities’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 | $700K | Buy |
10,670
+1,818
| +21% | +$119K | 0.02% | 515 |
|
|
2025
Q1 | $579K | Buy |
8,852
+397
| +5% | +$26K | 0.02% | 565 |
|
|
2024
Q4 | $577K | Buy |
8,455
+579
| +7% | +$39.5K | 0.02% | 560 |
|
|
2024
Q3 | $708K | Buy |
7,876
+465
| +6% | +$41.8K | 0.03% | 479 |
|
|
2024
Q2 | $606K | Buy |
+7,411
| New | +$606K | 0.02% | 555 |
|
|
2018
Q1 | – | Sell |
-4,060
| Closed | -$249K | – | 823 |
|
|
2017
Q4 | $249K | Hold |
4,060
| – | – | 0.03% | 619 |
|
|
2017
Q3 | $241K | Sell |
4,060
-168
| -4% | -$9.97K | 0.03% | 637 |
|
|
2017
Q2 | $238K | Hold |
4,228
| – | – | 0.03% | 639 |
|
|
2017
Q1 | $216K | Sell |
4,228
-244
| -5% | -$12.5K | 0.03% | 653 |
|
|
2016
Q4 | $212K | Hold |
4,472
| – | – | 0.03% | 647 |
|
|
2016
Q3 | $221K | Buy |
+4,472
| New | +$221K | 0.03% | 631 |
|