Congress Wealth Management’s A.O. Smith AOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,200	Closed	-$333K	–	555
2022 Q1	$333K	Buy	5,200 +349	+7%	+$22.3K	0.01%	497
2021 Q4	$416K	Buy	+4,851	New	+$416K	0.01%	487