Independent Advisor Alliance Smith A O Corp Transaction History

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024

A detailed history of Independent Advisor Alliance transactions in Smith A O Corp stock. As of the latest transaction made, Independent Advisor Alliance holds 9,353 shares of AOS stock, worth $618,794. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,353
Previous 8,391 11.46%
Holding current value
$618,794
Previous $753,000 15.41%
% of portfolio
0.01%
Previous 0.03%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$68.02 - $88.94 $65,435 - $85,560
962 Added 11.46%
9,353 $637,000
Q3 2024

Nov 12, 2024
BUY
$76.95 - $91.98 $34,319 - $41,023
446 Added 5.61%
8,391 $753,000
Q2 2024

Aug 12, 2024
SELL
$80.88 - $89.08 $5,257 - $5,790
-65 Reduced 0.81%
7,945 $649,000
Q1 2024

May 08, 2024
SELL
$77.09 - $89.88 $41,782 - $48,714
-542 Reduced 6.34%
8,010 $716,000
Q4 2023

Feb 08, 2024
SELL
$65.19 - $82.44 $276,927 - $350,205
-4,248 Reduced 33.19%
8,552 $705,000
Q3 2023

Oct 24, 2023
BUY
$64.47 - $76.64 $7,091 - $8,430
110 Added 0.87%
12,800 $846,000
Q2 2023

Jul 28, 2023
SELL
$63.94 - $72.78 $65,922 - $75,036
-1,031 Reduced 7.51%
12,690 $923,000
Q1 2023

May 12, 2023
BUY
$57.79 - $70.4 $49,179 - $59,910
851 Added 6.61%
13,721 $948,000
Q4 2022

Feb 13, 2023
BUY
$48.76 - $61.92 $17,992 - $22,848
369 Added 2.95%
12,870 $736,000
Q3 2022

Nov 04, 2022
BUY
$48.58 - $64.33 $164,248 - $217,499
3,381 Added 37.07%
12,501 $607,000
Q2 2022

Aug 04, 2022
BUY
$52.89 - $67.06 $53,577 - $67,931
1,013 Added 12.5%
9,120 $499,000
Q1 2022

May 06, 2022
BUY
$63.89 - $84.96 $75,709 - $100,677
1,185 Added 17.12%
8,107 $518,000
Q4 2021

Feb 11, 2022
BUY
$61.17 - $85.85 $423,418 - $594,253
6,922 New
6,922 $594,000
Q2 2020

Aug 06, 2020
SELL
$35.61 - $52.0 $203,582 - $297,284
-5,717 Closed
0 $0
Q1 2020

May 14, 2020
SELL
$34.75 - $48.54 $183,758 - $256,679
-5,288 Reduced 48.05%
5,717 $216,000
Q4 2019

Feb 07, 2020
SELL
$45.0 - $52.08 $11,925 - $13,801
-265 Reduced 2.35%
11,005 $524,000
Q3 2019

Nov 12, 2019
SELL
$43.41 - $51.71 $34,814 - $41,471
-802 Reduced 6.64%
11,270 $538,000
Q2 2019

Aug 12, 2019
SELL
$40.5 - $56.49 $30,658 - $42,762
-757 Reduced 5.9%
12,072 $569,000
Q1 2019

May 07, 2019
BUY
$42.42 - $53.34 $85,942 - $108,066
2,026 Added 18.75%
12,829 $684,000
Q4 2018

Feb 12, 2019
BUY
$41.41 - $53.86 $447,352 - $581,849
10,803 New
10,803 $461,000

Others Institutions Holding AOS

# of Institutions
694
Shares Held
111M
Call Options Held
837K
Put Options Held
252K
View Full List

About SMITH A O CORP

AOS Quotes by TradingView
  • Ticker AOS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 126,870,000
  • Market Cap $8.39B
  • 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 Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance 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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email