Westwood Management Corporation’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
Q2
Sell
-9,000
Closed -$340K 72
2020
Q1
$340K Sell
9,000
-2,000
-18% -$75.6K 0.05% 49
2019
Q4
$524K Sell
11,000
-2,000
-15% -$95.3K 0.06% 46
2019
Q3
$620K Sell
13,000
-1,000
-7% -$47.7K 0.08% 49
2019
Q2
$660K Hold
14,000
0.08% 49
2019
Q1
$746K Hold
14,000
0.1% 40
2018
Q4
$598K Hold
14,000
0.09% 44
2018
Q3
$747K Hold
14,000
0.09% 45
2018
Q2
$828K Hold
14,000
0.11% 43
2018
Q1
$890K Hold
14,000
0.13% 38
2017
Q4
$858K Hold
14,000
0.12% 46
2017
Q3
$832K Hold
14,000
0.12% 42
2017
Q2
$789K Hold
14,000
0.12% 45
2017
Q1
$716K Hold
14,000
0.12% 45
2016
Q4
$663K Hold
14,000
0.13% 46
2016
Q3
$692K Hold
14,000
0.12% 46
2016
Q2
$617K Hold
14,000
0.12% 42
2016
Q1
$534K Hold
14,000
0.1% 49
2015
Q4
$536K Sell
14,000
-24,000
-63% -$919K 0.1% 47
2015
Q3
$1.24M Sell
38,000
-27,600
-42% -$900K 0.23% 34
2015
Q2
$2.36M Hold
65,600
0.4% 31
2015
Q1
$2.15M Buy
+65,600
New +$2.15M 0.36% 31