Beverly Hills Private Wealth’s A.O. Smith AOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$311K	Sell	4,711 -267	-5%	-$19.2K	0.05%	265
2025 Q4	$333K	Sell	4,978 -169	-3%	-$11.4K	0.06%	235
2025 Q3	$378K	Sell	5,147 -165	-3%	-$11.8K	0.07%	225
2025 Q2	$348K	Sell	5,312 -535	-9%	-$35K	0.07%	232
2025 Q1	$382K	Buy	5,847 +176	+3%	+$11.9K	0.08%	211
2024 Q4	$387K	Sell	5,671 -885	-13%	-$67K	0.08%	206
2024 Q3	$589K	Sell	6,556 -1,238	-16%	-$102K	0.12%	165
2024 Q2	$637K	Sell	7,794 -527	-6%	-$44.6K	0.14%	159
2024 Q1	$744K	Sell	8,321 -636	-7%	-$52.5K	0.17%	131
2023 Q4	$738K	Sell	8,957 -759	-8%	-$56K	0.19%	116
2023 Q3	$643K	Sell	9,716 -9,847	-50%	-$699K	0.19%	116
2023 Q2	$1.42M	Buy	19,563 +9,985	+104%	+$684K	0.23%	99
2023 Q1	$662K	Buy	9,578 +1,764	+23%	+$115K	0.21%	112
2022 Q4	$447K	Buy	+7,814	New	+$437K	0.2%	120