Westside 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06K | Buy |
+119
| New | +$8.06K | ﹤0.01% | 1021 |
|
|
2018
Q4 | – | Sell |
-121
| Closed | -$6.52K | – | 696 |
|
|
2018
Q3 | $6.52K | Sell |
121
-41
| -25% | -$2.21K | ﹤0.01% | 563 |
|
|
2018
Q2 | $9.56K | Hold |
162
| – | – | ﹤0.01% | 571 |
|
|
2018
Q1 | $9.98K | Hold |
162
| – | – | 0.01% | 543 |
|
|
2017
Q4 | $10.3K | Hold |
162
| – | – | 0.01% | 559 |
|
|
2017
Q3 | $9.84K | Hold |
162
| – | – | 0.01% | 547 |
|
|
2017
Q2 | $9.27K | Hold |
162
| – | – | 0.01% | 551 |
|
|
2017
Q1 | $8.05K | Hold |
162
| – | – | ﹤0.01% | 555 |
|
|
2016
Q4 | $7.83K | Buy |
+162
| New | +$7.83K | 0.01% | 453 |
|