Copperwynd Financial’s A.O. Smith AOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,721	Closed	-$244K	–	137
2024 Q3	$244K	Sell	2,721 -238	-8%	-$21.4K	0.07%	128
2024 Q2	$252K	Buy	2,959 +256	+9%	+$21.8K	0.08%	128
2024 Q1	$242K	Buy	+2,703	New	+$242K	0.09%	124