GoalVest Advisory’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	-3	Closed	-$196	–	370
2025 Q1	$196	Buy	+3	New	+$196	﹤0.01%	453
2022 Q2	–	Sell	-9	Closed	-$1K	–	316
2022 Q1	$1K	Buy	+9	New	+$1K	﹤0.01%	307