Kingswood Wealth Advisors’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	-2,975	Closed	-$267K	–	797
2024 Q3	$267K	Buy	2,975 +86	+3%	+$7.73K	0.02%	606
2024 Q2	$236K	Sell	2,889 -105	-4%	-$8.59K	0.02%	588
2024 Q1	$268K	Buy	2,994 +328	+12%	+$29.3K	0.03%	516
2023 Q4	$220K	Buy	+2,666	New	+$220K	0.02%	554