A detailed history of Brendel Financial Advisors LLC transactions in Smith A O Corp stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 40,031 shares of AOS stock, worth $3.58 Million. This represents 2.08% of its overall portfolio holdings.

Number of Shares
40,031
Holding current value
$3.58 Million
% of portfolio
2.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

BUY
$80.88 - $89.08 $3.24 Million - $3.57 Million
40,031 New
40,031 $3.27 Million
Q4 2023

Feb 01, 2024

BUY
$65.19 - $82.44 $2.63 Million - $3.33 Million
40,359 New
40,359 $3.33 Million
Q2 2022

Jul 26, 2022

SELL
$52.89 - $67.06 $219,652 - $278,500
-4,153 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$61.17 - $85.85 $254,039 - $356,535
4,153 New
4,153 $357,000
Q3 2021

Oct 26, 2021

SELL
$61.07 - $73.71 $397,504 - $479,778
-6,509 Closed
0 $0
Q2 2021

Jul 21, 2021

SELL
$66.05 - $72.25 $759,971 - $831,308
-11,506 Reduced 63.87%
6,509 $469,000
Q1 2021

Apr 14, 2021

SELL
$53.19 - $69.49 $2.22 Million - $2.91 Million
-41,809 Reduced 69.89%
18,015 $1.22 Million
Q4 2020

Feb 12, 2021

BUY
$51.46 - $57.96 $200,694 - $226,044
3,900 Added 6.97%
59,824 $3.28 Million
Q3 2020

Nov 04, 2020

BUY
$46.3 - $53.73 $2.59 Million - $3 Million
55,924 New
55,924 $2.95 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 $11.3B
  • 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
Track This Portfolio

Track Brendel Financial Advisors LLC Portfolio

Follow Brendel Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brendel Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brendel Financial Advisors LLC with notifications on news.