Welch & Forbes’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.2M | Sell |
579,780
-6,037
| -1% | -$435K | 0.49% | 55 |
|
|
2025
Q4 | $39.2M | Sell |
585,817
-9,492
| -2% | -$641K | 0.47% | 55 |
|
|
2025
Q3 | $43.7M | Sell |
595,309
-935
| -0.2% | -$66.7K | 0.53% | 53 |
|
|
2025
Q2 | $39.1M | Buy |
596,244
+3,263
| +0.6% | +$213K | 0.49% | 59 |
|
|
2025
Q1 | $38.8M | Buy |
592,981
+24,368
| +4% | +$1.65M | 0.51% | 58 |
|
|
2024
Q4 | $38.8M | Buy |
568,613
+2,210
| +0.4% | +$167K | 0.5% | 55 |
|
|
2024
Q3 | $50.9M | Buy |
566,403
+8,381
| +2% | +$694K | 0.65% | 45 |
|
|
2024
Q2 | $45.3M | Buy |
558,022
+1,216
| +0.2% | +$103K | 0.6% | 48 |
|
|
2024
Q1 | $49.8M | Buy |
556,806
+6,656
| +1% | +$549K | 0.68% | 46 |
|
|
2023
Q4 | $45.4M | Buy |
550,150
+1,913
| +0.3% | +$141K | 0.69% | 45 |
|
|
2023
Q3 | $36.3M | Buy |
548,237
+5,868
| +1% | +$417K | 0.6% | 48 |
|
|
2023
Q2 | $39.5M | Buy |
542,369
+4,009
| +0.7% | +$274K | 0.62% | 47 |
|
|
2023
Q1 | $37.2M | Buy |
538,360
+14,589
| +3% | +$948K | 0.63% | 46 |
|
|
2022
Q4 | $30M | Buy |
523,771
+10,644
| +2% | +$595K | 0.54% | 52 |
|
|
2022
Q3 | $24.9M | Buy |
513,127
+58,611
| +13% | +$3.37M | 0.49% | 56 |
|
|
2022
Q2 | $24.9M | Buy |
454,516
+128,402
| +39% | +$7.7M | 0.45% | 61 |
|
|
2022
Q1 | $20.8M | Buy |
326,114
+34,040
| +12% | +$2.48M | 0.33% | 79 |
|
|
2021
Q4 | $25.1M | Buy |
292,074
+15,698
| +6% | +$1.2M | 0.38% | 70 |
|
|
2021
Q3 | $16.9M | Buy |
276,376
+28,754
| +12% | +$2.01M | 0.28% | 84 |
|
|
2021
Q2 | $17.8M | Buy |
247,622
+19,716
| +9% | +$1.36M | 0.3% | 83 |
|
|
2021
Q1 | $15.4M | Buy |
227,906
+32,563
| +17% | +$1.98M | 0.28% | 86 |
|
|
2020
Q4 | $10.7M | Buy |
195,343
+131,270
| +205% | +$7.24M | 0.21% | 98 |
|
|
2020
Q3 | $3.38M | Buy |
64,073
+47,879
| +296% | +$2.39M | 0.07% | 135 |
|
|
2020
Q2 | $763K | Buy |
+16,194
| New | +$707K | 0.02% | 214 |
|
Other funds holding AOS
VCM
VPM
