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 |
-11,500
| Closed | -$755K | – | 5638 |
|
|
2025
Q2 | $755K | Buy |
11,500
+1,200
| +12% | +$78.5K | 0.02% | 2576 |
|
|
2025
Q1 | $676K | Buy |
10,300
+5,600
| +119% | +$378K | 0.02% | 2626 |
|
|
2024
Q4 | $320K | Sell |
4,700
-6,800
| -59% | -$515K | 0.01% | 3947 |
|
|
2024
Q3 | $1.04M | Buy |
11,500
+2,300
| +25% | +$190K | 0.03% | 2312 |
|
|
2024
Q2 | $752K | Sell |
9,200
-2,200
| -19% | -$186K | 0.01% | 2455 |
|
|
2024
Q1 | $1.02M | Buy |
11,400
+7,500
| +192% | +$619K | 0.01% | 2191 |
|
|
2023
Q4 | $322K | Sell |
3,900
-4,800
| -55% | -$354K | ﹤0.01% | 3387 |
|
|
2023
Q3 | $575K | Sell |
8,700
-6,500
| -43% | -$461K | 0.01% | 2635 |
|
|
2023
Q2 | $1.1M | Buy |
15,200
+7,300
| +92% | +$500K | 0.01% | 1930 |
|
|
2023
Q1 | $536K | Buy |
+7,900
| New | +$513K | 0.02% | 2441 |
|
|
2022
Q4 | – | Sell |
-4,200
| Closed | -$205K | – | 3956 |
|
|
2022
Q3 | $205K | Buy |
+4,200
| New | +$241K | 0.01% | 3590 |
|
|
2022
Q2 | – | Sell |
-3,600
| Closed | -$239K | – | 4460 |
|
|
2022
Q1 | $239K | Sell |
3,600
-900
| -20% | -$65.5K | 0.01% | 4182 |
|
|
2021
Q4 | $384K | Buy |
+4,500
| New | +$343K | 0.01% | 3805 |
|
|
2021
Q3 | – | Sell |
-9,900
| Closed | -$709K | – | 6252 |
|
|
2021
Q2 | $709K | Buy |
9,900
+200
| +2% | +$13.8K | 0.02% | 3217 |
|
|
2021
Q1 | $671K | Buy |
+9,700
| New | +$590K | 0.01% | 3292 |
|
|
2020
Q3 | – | Sell |
-6,800
| Closed | -$316K | – | 4498 |
|
|
2020
Q2 | $316K | Sell |
6,800
-1,600
| -19% | -$69.9K | 0.02% | 3276 |
|
|
2020
Q1 | $324K | Sell |
8,400
-3,500
| -29% | -$149K | 0.01% | 3129 |
|
|
2019
Q4 | $566K | Sell |
11,900
-7,800
| -40% | -$378K | 0.01% | 2960 |
|
|
2019
Q3 | $939K | Sell |
19,700
-18,900
| -49% | -$874K | 0.04% | 2044 |
|
|
2019
Q2 | $1.82M | Sell |
38,600
-4,600
| -11% | -$226K | 0.06% | 1576 |
|
|
2019
Q1 | $2.3M | Sell |
43,200
-8,700
| -17% | -$432K | 0.08% | 1409 |
|
|
2018
Q4 | $2.22M | Buy |
+51,900
| New | +$2.39M | 0.07% | 1338 |
|
|
2018
Q1 | – | Sell |
-8,800
| Closed | -$539K | – | 5097 |
|
|
2017
Q4 | $539K | Buy |
8,800
+4,600
| +110% | +$279K | 0.01% | 2901 |
|
|
2017
Q3 | $250K | Buy |
+4,200
| New | +$236K | 0.01% | 3521 |
|
|
2017
Q2 | – | Sell |
-22,500
| Closed | -$1.15M | – | 4247 |
|
|
2017
Q1 | $1.15M | Sell |
22,500
-20,100
| -47% | -$997K | 0.06% | 1613 |
|
|
2016
Q4 | $2.02M | Buy |
42,600
+6,800
| +19% | +$328K | 0.09% | 1323 |
|
|
2016
Q3 | $1.75M | Buy |
35,800
+22,200
| +163% | +$1.04M | 0.11% | 1403 |
|
|
2016
Q2 | $582K | Buy |
+13,600
| New | +$549K | 0.05% | 2081 |
|
Other funds holding AOS
