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Holistic Financial Partners’s A.O. Smith AOS Stock Holding History

Holistic Financial Partners’s Portfolio AOS Stock Details AOS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,500
Closed -$298K – 121
2023
Q3 		$298K Buy
+4,500
New +$298K 0.2% 71