A detailed history of Sea Crest Wealth Management, LLC transactions in Smith A O Corp stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 2,789 shares of AOS stock, worth $203,597. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,789
Previous 2,822 1.17%
Holding current value
$203,597
Previous $230,000 8.7%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$76.95 - $91.98 $2,539 - $3,035
-33 Reduced 1.17%
2,789 $250,000
Q2 2024

Jul 19, 2024

BUY
$80.88 - $89.08 $6,066 - $6,681
75 Added 2.73%
2,822 $230,000
Q1 2024

Apr 18, 2024

SELL
$77.09 - $89.88 $2,235 - $2,606
-29 Reduced 1.04%
2,747 $245,000
Q4 2023

Jan 18, 2024

BUY
$65.19 - $82.44 $180,967 - $228,853
2,776 New
2,776 $228,000
Q2 2023

Jul 14, 2023

BUY
$63.94 - $72.78 $182,996 - $208,296
2,862 New
2,862 $208,000
Q2 2022

Aug 09, 2022

BUY
$52.89 - $67.06 $132,383 - $167,851
2,503 New
2,503 $137,000
Q1 2022

May 16, 2022

SELL
$63.89 - $84.96 $161,322 - $214,523
-2,525 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$61.17 - $85.85 $154,454 - $216,771
2,525 New
2,525 $217,000
Q2 2019

Jul 19, 2019

SELL
$40.5 - $56.49 $3,078 - $4,293
-76 Closed
0 $0
Q4 2018

Feb 13, 2019

BUY
$41.41 - $53.86 $3,147 - $4,093
76 New
76 $3,000

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 $9.26B
  • 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 Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, 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 Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.