A detailed history of Clearstead Advisors, LLC transactions in Smith A O Corp stock. As of the latest transaction made, Clearstead Advisors, LLC holds 513 shares of AOS stock, worth $33,211. This represents 0.0% of its overall portfolio holdings.

Number of Shares
513
Previous 424 20.99%
Holding current value
$33,211
Previous $27,000 37.04%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$67.24 - $74.3 $5,984 - $6,612
89 Added 20.99%
513 $37,000
Q2 2025

Aug 08, 2025

BUY
$59.63 - $70.52 $6,559 - $7,757
110 Added 35.03%
424 $27,000
Q1 2025

May 13, 2025

SELL
$65.16 - $72.69 $18,896 - $21,080
-290 Reduced 48.01%
314 $20,000
Q2 2024

Aug 09, 2024

BUY
$80.88 - $89.08 $48,851 - $53,804
604 New
604 $49,000
Q4 2023

Feb 12, 2024

SELL
$65.19 - $82.44 $2,020 - $2,555
-31 Reduced 70.45%
13 $1,000
Q3 2023

Nov 07, 2023

BUY
$64.47 - $76.64 $2,836 - $3,372
44 New
44 $2,000
Q3 2021

Nov 12, 2021

SELL
$61.07 - $73.71 $671 - $810
-11 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$66.05 - $72.25 $726 - $794
11 New
11 $1,000

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 $8.21B
  • 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 Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, 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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.