Weld Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,464
| Closed | -$288K | – | 467 |
|
|
2020
Q3 | $288K | Buy |
+5,464
| New | +$288K | 0.11% | 297 |
|
|
2020
Q2 | – | Sell |
-6,014
| Closed | -$227K | – | 464 |
|
|
2020
Q1 | $227K | Sell |
6,014
-19,168
| -76% | -$724K | 0.12% | 285 |
|
|
2019
Q4 | $1.2M | Buy |
+25,182
| New | +$1.2M | 0.23% | 149 |
|
|
2019
Q2 | – | Sell |
-23,419
| Closed | -$1.25M | – | 727 |
|
|
2019
Q1 | $1.25M | Buy |
+23,419
| New | +$1.25M | 0.23% | 153 |
|