Xponance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $810K | Buy |
12,289
+2,682
| +28% | +$193K | 0.01% | 823 |
|
|
2025
Q4 | $643K | Buy |
9,607
+898
| +10% | +$60.7K | ﹤0.01% | 839 |
|
|
2025
Q3 | $639K | Sell |
8,709
-1,276
| -13% | -$91.1K | 0.01% | 876 |
|
|
2025
Q2 | $655K | Sell |
9,985
-6,139
| -38% | -$402K | 0.01% | 853 |
|
|
2025
Q1 | $1.05M | Buy |
16,124
+251
| +2% | +$17K | 0.01% | 676 |
|
|
2024
Q4 | $1.08M | Sell |
15,873
-277
| -2% | -$21K | 0.01% | 696 |
|
|
2024
Q3 | $1.45M | Buy |
16,150
+94
| +0.6% | +$7.78K | 0.01% | 603 |
|
|
2024
Q2 | $1.31M | Sell |
16,056
-1,203
| -7% | -$102K | 0.01% | 603 |
|
|
2024
Q1 | $1.54M | Buy |
17,259
+751
| +5% | +$61.9K | 0.02% | 593 |
|
|
2023
Q4 | $1.36M | Sell |
16,508
-2,941
| -15% | -$217K | 0.02% | 570 |
|
|
2023
Q3 | $1.29M | Sell |
19,449
-21,783
| -53% | -$1.55M | 0.02% | 576 |
|
|
2023
Q2 | $3M | Buy |
41,232
+20,263
| +97% | +$1.39M | 0.04% | 359 |
|
|
2023
Q1 | $1.45M | Sell |
20,969
-160
| -0.8% | -$10.4K | 0.02% | 539 |
|
|
2022
Q4 | $1.21M | Buy |
21,129
+2,365
| +13% | +$132K | 0.02% | 575 |
|
|
2022
Q3 | $912K | Buy |
18,764
+2,310
| +14% | +$133K | 0.02% | 609 |
|
|
2022
Q2 | $900K | Buy |
16,454
+7,875
| +92% | +$472K | 0.02% | 612 |
|
|
2022
Q1 | $548K | Buy |
8,579
+148
| +2% | +$10.8K | 0.01% | 865 |
|
|
2021
Q4 | $724K | Buy |
8,431
+1,730
| +26% | +$132K | 0.01% | 754 |
|
|
2021
Q3 | $409K | Sell |
6,701
-656
| -9% | -$45.8K | 0.01% | 972 |
|
|
2021
Q2 | $530K | Buy |
7,357
+1,465
| +25% | +$101K | 0.01% | 903 |
|
|
2021
Q1 | $398K | Buy |
5,892
+39
| +0.7% | +$2.37K | 0.01% | 873 |
|
|
2020
Q4 | $321K | Buy |
5,853
+412
| +8% | +$22.7K | 0.01% | 930 |
|
|
2020
Q3 | $287K | Sell |
5,441
-109
| -2% | -$5.44K | 0.01% | 872 |
|
|
2020
Q2 | $262K | Buy |
+5,550
| New | +$242K | 0.01% | 875 |
|
Other funds holding AOS
VCM
VPM