Willis Investment Counsel’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 | $2.05M | Buy |
31,292
+12,932
| +70% | +$848K | 0.12% | 85 |
|
|
2025
Q1 | $1.2M | Sell |
18,360
-186,110
| -91% | -$12.2M | 0.08% | 84 |
|
|
2024
Q4 | $13.9M | Buy |
204,470
+518
| +0.3% | +$35.3K | 0.91% | 51 |
|
|
2024
Q3 | $18.3M | Buy |
203,952
+500
| +0.2% | +$44.9K | 1.19% | 39 |
|
|
2024
Q2 | $16.6M | Buy |
203,452
+143
| +0.1% | +$11.7K | 1.15% | 37 |
|
|
2024
Q1 | $18.2M | Buy |
203,309
+390
| +0.2% | +$34.9K | 1.25% | 31 |
|
|
2023
Q4 | $16.7M | Buy |
202,919
+37,426
| +23% | +$3.09M | 1.18% | 33 |
|
|
2023
Q3 | $10.9M | Sell |
165,493
-1,234
| -0.7% | -$81.6K | 0.83% | 53 |
|
|
2023
Q2 | $12.1M | Buy |
166,727
+1,372
| +0.8% | +$99.9K | 0.79% | 52 |
|
|
2023
Q1 | $11.4M | Buy |
165,355
+51,576
| +45% | +$3.57M | 0.75% | 57 |
|
|
2022
Q4 | $6.51M | Buy |
113,779
+5,985
| +6% | +$343K | 0.42% | 75 |
|
|
2022
Q3 | $5.24M | Buy |
107,794
+99,396
| +1,184% | +$4.83M | 0.38% | 76 |
|
|
2022
Q2 | $459K | Buy |
+8,398
| New | +$459K | 0.03% | 104 |
|