Newbridge Financial Services Group’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
2026 Q1	–	Sell	-200	Closed	-$13.4K	–	1189
2025 Q4	$13.4K	Hold	200	–	–	﹤0.01%	736
2025 Q3	$14.7K	Sell	200 -90	-31%	-$6.42K	﹤0.01%	813
2025 Q2	$19K	Hold	290	–	–	﹤0.01%	740
2025 Q1	$19K	Hold	290	–	–	﹤0.01%	558
2024 Q4	$19.8K	Buy	+290	New	+$22K	0.01%	601
2024 Q3	–	Sell	-290	Closed	-$23.7K	–	684
2024 Q2	$23.7K	Hold	290	–	–	0.01%	545
2024 Q1	$25.9K	Buy	290 +90	+45%	+$7.42K	0.01%	546
2023 Q4	$16.5K	Hold	200	–	–	0.01%	628
2023 Q3	$13.2K	Hold	200	–	–	0.01%	747
2023 Q2	$14.6K	Sell	200 -117	-37%	-$8.01K	0.01%	793
2023 Q1	$21.9K	Buy	317 +117	+59%	+$7.6K	0.01%	680
2022 Q4	$11.4K	Hold	200	–	–	0.01%	885
2022 Q3	$10K	Hold	200	–	–	0.01%	869
2022 Q2	$11K	Hold	200	–	–	0.01%	829
2022 Q1	$13K	Buy	+200	New	+$14.6K	0.01%	850