Wilmington Savings Fund Society’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 | $1.24M | Buy |
18,844
+48
| +0.3% | +$3.15K | 0.02% | 388 |
|
|
2025
Q1 | $1.23M | Buy |
18,796
+31
| +0.2% | +$2.03K | 0.02% | 383 |
|
|
2024
Q4 | $1.28M | Sell |
18,765
-450
| -2% | -$30.7K | 0.02% | 381 |
|
|
2024
Q3 | $1.73M | Buy |
+19,215
| New | +$1.73M | 0.03% | 331 |
|
|
2022
Q1 | – | Sell |
-3,039
| Closed | -$261K | – | 377 |
|
|
2021
Q4 | $261K | Buy |
+3,039
| New | +$261K | 0.01% | 344 |
|
|
2021
Q3 | – | Sell |
-3,039
| Closed | -$219K | – | 391 |
|
|
2021
Q2 | $219K | Sell |
3,039
-61
| -2% | -$4.4K | 0.01% | 370 |
|
|
2021
Q1 | $210K | Buy |
+3,100
| New | +$210K | 0.01% | 355 |
|