Mount Yale Investment Advisors’s A.O. Smith AOS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7	Closed	-$459	–	722
2025 Q2	$459	Buy	+7	New	+$458	﹤0.01%	1419
2021 Q4	–	Sell	-10,090	Closed	-$616K	–	462
2021 Q3	$616K	Sell	10,090 -674	-6%	-$47.1K	0.07%	247
2021 Q2	$776K	Sell	10,764 -294	-3%	-$20.3K	0.09%	219
2021 Q1	$748K	Sell	11,058 -685	-6%	-$41.7K	0.1%	218
2020 Q4	$644K	Sell	11,743 -968	-8%	-$53.4K	0.09%	224
2020 Q3	$671K	Buy	12,711 +156	+1%	+$7.79K	0.11%	209
2020 Q2	$592K	Buy	+12,555	New	+$548K	0.11%	203
2018 Q4	–	Sell	-345	Closed	-$16K	–	341
2018 Q3	$16K	Hold	345	–	–	﹤0.01%	815
2018 Q2	$20K	Hold	345	–	–	﹤0.01%	789
2018 Q1	$22K	Buy	+345	New	+$22.3K	﹤0.01%	750