J. Safra Sarasin Holding’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	-14,661	Closed	-$1M	–	484
2024 Q4	$1M	Buy	14,661 +1,971	+16%	+$134K	0.02%	333
2024 Q3	$1.14M	Buy	+12,690	New	+$1.14M	0.02%	307