Cornerstone Planning Group’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 Q1	–	Sell	-7	Closed	-$500	–	1564
2024 Q4	$500	Buy	+7	New	+$500	﹤0.01%	1136
2024 Q3	–	Sell	-9	Closed	-$735	–	1304
2024 Q2	$735	Buy	+9	New	+$735	﹤0.01%	1014