A detailed history of Venturi Wealth Management, LLC transactions in Smith A O Corp stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 130 shares of AOS stock, worth $9,607. This represents 0.0% of its overall portfolio holdings.

Number of Shares
130
Previous 370 64.86%
Holding current value
$9,607
Previous $30,000 63.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 04, 2024

SELL
$76.95 - $91.98 $18,468 - $22,075
-240 Reduced 64.86%
130 $11,000
Q2 2024

Jul 19, 2024

BUY
$80.88 - $89.08 $9,624 - $10,600
119 Added 47.41%
370 $30,000
Q1 2024

Apr 23, 2024

BUY
$77.09 - $89.88 $11,255 - $13,122
146 Added 139.05%
251 $22,000
Q4 2023

Jan 23, 2024

BUY
$65.19 - $82.44 $1,434 - $1,813
22 Added 26.51%
105 $8,000
Q3 2023

Nov 02, 2023

BUY
$64.47 - $76.64 $5,351 - $6,361
83 New
83 $5,000

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 $9.38B
  • 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 Venturi Wealth Management, LLC Portfolio

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

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.