Wolverine Trading’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-9,000
| Closed | -$591K | – | 5636 |
|
|
2025
Q2 | $591K | Buy |
9,000
+1,400
| +18% | +$91.6K | 0.02% | 2794 |
|
|
2025
Q1 | $499K | Sell |
7,600
-3,400
| -31% | -$230K | 0.02% | 2967 |
|
|
2024
Q4 | $748K | Buy |
11,000
+8,600
| +358% | +$651K | 0.02% | 2967 |
|
|
2024
Q3 | $217K | Sell |
2,400
-17,100
| -88% | -$1.42M | 0.01% | 4005 |
|
|
2024
Q2 | $1.59M | Sell |
19,500
-200
| -1% | -$16.9K | 0.03% | 1765 |
|
|
2024
Q1 | $1.76M | Buy |
19,700
+10,400
| +112% | +$858K | 0.02% | 1700 |
|
|
2023
Q4 | $767K | Sell |
9,300
-32,700
| -78% | -$2.41M | 0.01% | 2541 |
|
|
2023
Q3 | $2.78M | Sell |
42,000
-8,800
| -17% | -$625K | 0.03% | 1352 |
|
|
2023
Q2 | $3.68M | Buy |
50,800
+23,900
| +89% | +$1.64M | 0.05% | 1086 |
|
|
2023
Q1 | $1.83M | Buy |
+26,900
| New | +$1.75M | 0.06% | 1426 |
|
|
2022
Q4 | – | Sell |
-16,200
| Closed | -$789K | – | 3954 |
|
|
2022
Q3 | $789K | Buy |
+16,200
| New | +$930K | 0.03% | 2179 |
|
|
2022
Q2 | – | Sell |
-20,600
| Closed | -$1.36M | – | 4458 |
|
|
2022
Q1 | $1.36M | Buy |
20,600
+14,200
| +222% | +$1.03M | 0.04% | 2125 |
|
|
2021
Q4 | $546K | Buy |
+6,400
| New | +$488K | 0.01% | 3341 |
|
|
2021
Q3 | – | Sell |
-4,500
| Closed | -$322K | – | 6250 |
|
|
2021
Q2 | $322K | Buy |
4,500
+1,000
| +29% | +$69K | 0.01% | 4329 |
|
|
2021
Q1 | $242K | Buy |
+3,500
| New | +$213K | ﹤0.01% | 4776 |
|
|
2020
Q4 | – | Sell |
-5,600
| Closed | -$301K | – | 4790 |
|
|
2020
Q3 | $301K | Sell |
5,600
-2,700
| -33% | -$135K | 0.01% | 3401 |
|
|
2020
Q2 | $385K | Sell |
8,300
-4,300
| -34% | -$188K | 0.02% | 3034 |
|
|
2020
Q1 | $486K | Buy |
+12,600
| New | +$537K | 0.02% | 2687 |
|
|
2019
Q4 | – | Sell |
-11,700
| Closed | -$558K | – | 4627 |
|
|
2019
Q3 | $558K | Sell |
11,700
-4,300
| -27% | -$199K | 0.02% | 2518 |
|
|
2019
Q2 | $755K | Sell |
16,000
-8,900
| -36% | -$436K | 0.03% | 2303 |
|
|
2019
Q1 | $1.33M | Buy |
24,900
+18,700
| +302% | +$930K | 0.05% | 1833 |
|
|
2018
Q4 | $265K | Buy |
+6,200
| New | +$285K | 0.01% | 3335 |
|
|
2018
Q3 | – | Sell |
-11,100
| Closed | -$706K | – | 4898 |
|
|
2018
Q2 | $706K | Hold |
11,100
| – | – | 0.02% | 2634 |
|
|
2018
Q1 | $706K | Sell |
11,100
-4,500
| -29% | -$290K | 0.02% | 2634 |
|
|
2017
Q4 | $956K | Buy |
15,600
+7,200
| +86% | +$437K | 0.02% | 2249 |
|
|
2017
Q3 | $499K | Buy |
+8,400
| New | +$471K | 0.02% | 2616 |
|
|
2017
Q1 | – | Sell |
-17,200
| Closed | -$814K | – | 4214 |
|
|
2016
Q4 | $814K | Sell |
17,200
-16,800
| -49% | -$810K | 0.04% | 2117 |
|
|
2016
Q3 | $1.66M | Buy |
34,000
+5,200
| +18% | +$243K | 0.1% | 1436 |
|
|
2016
Q2 | $1.23M | Buy |
+28,800
| New | +$1.16M | 0.1% | 1432 |
|
Other funds holding AOS
