A detailed history of United Capital Financial Advisers, LLC transactions in Smith A O Corp stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 2,708 shares of AOS stock, worth $185,308. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,708
Previous 2,802 3.35%
Holding current value
$185,308
Previous $229,000 6.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
$76.95 - $91.98 $7,233 - $8,646
-94 Reduced 3.35%
2,708 $243,000
Q2 2024

Aug 14, 2024

SELL
$80.88 - $89.08 $727 - $801
-9 Reduced 0.32%
2,802 $229,000
Q1 2024

May 15, 2024

SELL
$77.09 - $89.88 $35,692 - $41,614
-463 Reduced 14.14%
2,811 $251,000
Q4 2023

Feb 14, 2024

BUY
$65.19 - $82.44 $213,432 - $269,908
3,274 New
3,274 $269,000

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 Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, 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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.