A detailed history of Bergan Kdv Wealth Management, LLC transactions in Smith A O Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 87,343 shares of AOS stock, worth $7.14 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
87,343
Previous 85,143 2.58%
Holding current value
$7.14 Million
Previous $5.89 Million 7.97%
% of portfolio
0.64%
Previous 0.61%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

BUY
$63.94 - $72.78 $140,668 - $160,116
2,200 Added 2.58%
87,343 $6.36 Million
Q1 2023

Apr 27, 2023

BUY
$57.79 - $70.4 $360,436 - $439,084
6,237 Added 7.9%
85,143 $5.89 Million
Q4 2022

Jan 31, 2023

BUY
$48.76 - $61.92 $300,361 - $381,427
6,160 Added 8.47%
78,906 $4.52 Million
Q3 2022

Oct 24, 2022

BUY
$48.58 - $64.33 $261,846 - $346,738
5,390 Added 8.0%
72,746 $3.53 Million
Q2 2022

Jul 13, 2022

BUY
$52.89 - $67.06 $225,417 - $285,809
4,262 Added 6.76%
67,356 $3.68 Million
Q1 2022

May 09, 2022

BUY
$63.89 - $84.96 $335,869 - $446,634
5,257 Added 9.09%
63,094 $4.03 Million
Q4 2021

Jan 28, 2022

SELL
$61.17 - $85.85 $102,031 - $143,197
-1,668 Reduced 2.8%
57,837 $4.97 Million
Q3 2021

Nov 12, 2021

BUY
$61.07 - $73.71 $139,544 - $168,427
2,285 Added 3.99%
59,505 $3.63 Million
Q2 2021

Aug 10, 2021

BUY
$66.05 - $72.25 $231,108 - $252,802
3,499 Added 6.51%
57,220 $4.12 Million
Q1 2021

May 11, 2021

BUY
$53.19 - $69.49 $128,613 - $168,026
2,418 Added 4.71%
53,721 $3.63 Million
Q4 2020

Feb 04, 2021

BUY
$51.46 - $57.96 $73,124 - $82,361
1,421 Added 2.85%
51,303 $2.81 Million
Q3 2020

Nov 05, 2020

BUY
$46.3 - $53.73 $206,961 - $240,173
4,470 Added 9.84%
49,882 $2.63 Million
Q2 2020

Aug 13, 2020

BUY
$35.61 - $52.0 $142,582 - $208,208
4,004 Added 9.67%
45,412 $2.14 Million
Q1 2020

Apr 24, 2020

BUY
$34.75 - $48.54 $386,454 - $539,813
11,121 Added 36.72%
41,408 $1.57 Million
Q4 2019

Feb 10, 2020

BUY
$45.0 - $52.08 $58,770 - $68,016
1,306 Added 4.51%
30,287 $1.44 Million
Q3 2019

Nov 08, 2019

BUY
$43.41 - $51.71 $203,158 - $242,002
4,680 Added 19.26%
28,981 $1.38 Million
Q2 2019

Aug 12, 2019

BUY
$40.5 - $56.49 $984,190 - $1.37 Million
24,301 New
24,301 $1.15 Million

Others Institutions Holding AOS

About SMITH A O CORP


  • Ticker AOS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 126,870,000
  • Market Cap $10.4B
  • Description
  • A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. It operates through two segments, North America and Rest of World. The company offers water heaters for residences, restaurants, hotels and...
More about AOS
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