Concord Wealth Partners Smith A O Corp Transaction History

Concord Wealth Partners

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$64.47 - $76.64 $2,063 - $2,452	32 New	32 $2,000
Q4 2022 Jan 27, 2023	BUY	$48.76 - $61.92 $1,560 - $1,981	32 New	32 $1,000
Q2 2022 Aug 04, 2022	SELL	$52.89 - $67.06 $952 - $1,207	-18 Reduced 14.88%	103 $6,000
Q4 2021 Jan 21, 2022	BUY	$61.17 - $85.85 $5,444 - $7,640	89 Added 278.13%	121 $10,000
Q3 2021 Nov 09, 2021	SELL	$61.07 - $73.71 $5,374 - $6,486	-88 Reduced 73.33%	32 $2,000
Q2 2021 Jul 29, 2021	SELL	$66.05 - $72.25 $660 - $722	-10 Reduced 7.69%	120 $9,000
Q1 2021 May 13, 2021	BUY	$53.19 - $69.49 $6,914 - $9,033	130 New	130 $9,000

708

110M

867K

302K

Ticker AOS
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 126,870,000
Market Cap $8.72B
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...

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

Stay updated on Concord Wealth Partners with notifications on news.