A detailed history of United Asset Strategies, Inc. transactions in Smith A O Corp stock. As of the latest transaction made, United Asset Strategies, Inc. holds 8,905 shares of AOS stock, worth $609,458. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,905
Previous 8,976 0.79%
Holding current value
$609,458
Previous $734,000 8.86%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 28, 2024

SELL
$76.95 - $91.98 $5,463 - $6,530
-71 Reduced 0.79%
8,905 $799,000
Q2 2024

Aug 01, 2024

SELL
$80.88 - $89.08 $95,438 - $105,114
-1,180 Reduced 11.62%
8,976 $734,000
Q1 2024

Apr 23, 2024

BUY
$77.09 - $89.88 $11,717 - $13,661
152 Added 1.52%
10,156 $908,000
Q4 2023

Jan 30, 2024

BUY
$65.19 - $82.44 $47,588 - $60,181
730 Added 7.87%
10,004 $824,000
Q3 2023

Nov 07, 2023

BUY
$64.47 - $76.64 $58,603 - $69,665
909 Added 10.87%
9,274 $613,000
Q2 2023

Jul 25, 2023

BUY
$63.94 - $72.78 $3,452 - $3,930
54 Added 0.65%
8,365 $608,000
Q1 2023

Apr 25, 2023

BUY
$57.79 - $70.4 $480,292 - $585,094
8,311 New
8,311 $574,000

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 $8.68B
  • 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 United Asset Strategies, Inc. Portfolio

Follow United Asset Strategies, Inc. 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 United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.