Wolverine Trading’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 | – | Hold |
0
| – | – | – | 1276 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1351 |
|
|
2024
Q4 | – | Sell |
-7,859
| Closed | -$712K | – | 1540 |
|
|
2024
Q3 | $712K | Buy |
7,859
+3,123
| +66% | +$283K | ﹤0.01% | 533 |
|
|
2024
Q2 | $387K | Sell |
4,736
-3,935
| -45% | -$322K | ﹤0.01% | 744 |
|
|
2024
Q1 | $776K | Buy |
+8,671
| New | +$776K | ﹤0.01% | 486 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1297 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1192 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1110 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1084 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1032 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1247 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1198 |
|
|
2022
Q1 | – | Sell |
-2,670
| Closed | -$228K | – | 1541 |
|
|
2021
Q4 | $228K | Buy |
+2,670
| New | +$228K | ﹤0.01% | 1254 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1940 |
|
|
2021
Q2 | – | Sell |
-7,968
| Closed | -$551K | – | 1818 |
|
|
2021
Q1 | $551K | Buy |
+7,968
| New | +$551K | ﹤0.01% | 906 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1472 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1256 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1296 |
|
|
2020
Q1 | – | Sell |
-10,483
| Closed | -$499K | – | 1304 |
|
|
2019
Q4 | $499K | Sell |
10,483
-15,890
| -60% | -$756K | ﹤0.01% | 874 |
|
|
2019
Q3 | $1.26M | Sell |
26,373
-7,909
| -23% | -$377K | ﹤0.01% | 342 |
|
|
2019
Q2 | $1.62M | Buy |
+34,282
| New | +$1.62M | ﹤0.01% | 279 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1213 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1308 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 1499 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 1402 |
|
|
2018
Q1 | – | Sell |
-8,099
| Closed | -$496K | – | 1407 |
|
|
2017
Q4 | $496K | Buy |
+8,099
| New | +$496K | ﹤0.01% | 891 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1274 |
|
|
2017
Q2 | – | Sell |
-16,130
| Closed | -$825K | – | 1264 |
|
|
2017
Q1 | $825K | Sell |
16,130
-5,871
| -27% | -$300K | ﹤0.01% | 411 |
|
|
2016
Q4 | $1.04M | Buy |
+22,001
| New | +$1.04M | 0.01% | 329 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 1129 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 892 |
|