A detailed history of Sound Financial Strategies Group, LLC transactions in Smith A O Corp stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 8,438 shares of AOS stock, worth $579,859. This represents 0.67% of its overall portfolio holdings.

Number of Shares
8,438
Previous 8,200 2.9%
Holding current value
$579,859
Previous $670,000 12.99%
% of portfolio
0.67%
Previous 0.64%

Shares

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

Nov 12, 2024

BUY
$76.95 - $91.98 $18,314 - $21,891
238 Added 2.9%
8,438 $757,000
Q2 2024

Aug 12, 2024

BUY
$80.88 - $89.08 $16,499 - $18,172
204 Added 2.55%
8,200 $670,000
Q1 2024

May 13, 2024

SELL
$77.09 - $89.88 $14,647 - $17,077
-190 Reduced 2.32%
7,996 $715,000
Q4 2023

Feb 02, 2024

SELL
$65.19 - $82.44 $330,056 - $417,393
-5,063 Reduced 38.21%
8,186 $674,000
Q3 2023

Nov 06, 2023

SELL
$64.47 - $76.64 $60,730 - $72,194
-942 Reduced 6.64%
13,249 $876,000
Q2 2023

Aug 07, 2023

SELL
$63.94 - $72.78 $113,621 - $129,330
-1,777 Reduced 11.13%
14,191 $1.03 Million
Q1 2023

May 02, 2023

SELL
$57.79 - $70.4 $130,663 - $159,174
-2,261 Reduced 12.4%
15,968 $1.1 Million
Q4 2022

Jan 30, 2023

BUY
$48.76 - $61.92 $888,846 - $1.13 Million
18,229 New
18,229 $1.04 Million
Q1 2022

May 05, 2022

SELL
$63.89 - $84.96 $533,098 - $708,906
-8,344 Closed
0 $0
Q4 2021

Feb 03, 2022

SELL
$61.17 - $85.85 $16,026 - $22,492
-262 Reduced 3.04%
8,344 $716,000
Q3 2021

Nov 03, 2021

BUY
$61.07 - $73.71 $1,221 - $1,474
20 Added 0.23%
8,606 $526,000
Q2 2021

Jul 30, 2021

SELL
$66.05 - $72.25 $15,191 - $16,617
-230 Reduced 2.61%
8,586 $619,000
Q1 2021

May 07, 2021

BUY
$53.19 - $69.49 $468,923 - $612,623
8,816 New
8,816 $596,000

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 $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...
More about AOS
Track This Portfolio

Track Sound Financial Strategies Group, LLC Portfolio

Follow Sound Financial Strategies Group, 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 Sound Financial Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Financial Strategies Group, LLC with notifications on news.