AssuredPartners Investment Advisors’s A.O. Smith AOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,262	Closed	-$409K	–	251
2025 Q1	$409K	Buy	6,262 +607	+11%	+$39.7K	0.08%	228
2024 Q4	$386K	Buy	+5,655	New	+$386K	0.08%	239