Impact Partnership Wealth’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	-3,009	Closed	-$270K	–	293
2024 Q3	$270K	Sell	3,009 -76	-2%	-$6.83K	0.06%	189
2024 Q2	$252K	Buy	3,085 +1,756	+132%	+$144K	0.07%	178
2024 Q1	$119K	Buy	+1,329	New	+$119K	0.05%	236