Zullo Investment Group’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-790
| Closed | -$45.2K | – | 162 |
|
2022
Q4 | $45.2K | Buy |
790
+50
| +7% | +$2.86K | 0.03% | 282 |
|
2022
Q3 | $36K | Buy |
740
+50
| +7% | +$2.43K | 0.02% | 314 |
|
2022
Q2 | $38K | Buy |
690
+95
| +16% | +$5.23K | 0.02% | 310 |
|
2022
Q1 | $38K | Buy |
595
+487
| +451% | +$31.1K | 0.02% | 331 |
|
2021
Q4 | $9K | Buy |
+108
| New | +$9K | ﹤0.01% | 540 |
|