NewSquare Capital’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 Q2	$590	Buy	+9	New	+$590	﹤0.01%	1116
2024 Q3	–	Sell	-300	Closed	-$24.5K	–	342
2024 Q2	$24.5K	Hold	300	–	–	﹤0.01%	180
2024 Q1	$26.8K	Sell	300 -1,417	-83%	-$127K	﹤0.01%	202
2023 Q4	$142K	Hold	1,717	–	–	0.01%	155
2023 Q3	$114K	Sell	1,717 -49,472	-97%	-$3.27M	0.01%	160
2023 Q2	$3.73M	Buy	51,189 +1,420	+3%	+$103K	0.39%	88
2023 Q1	$3.44M	Buy	+49,769	New	+$3.44M	0.41%	90
2019 Q3	–	Sell	-1,200	Closed	-$57K	–	279
2019 Q2	$57K	Hold	1,200	–	–	0.01%	163
2019 Q1	$64K	Hold	1,200	–	–	0.01%	152
2018 Q4	$51K	Hold	1,200	–	–	0.01%	154
2018 Q3	$64K	Hold	1,200	–	–	0.01%	157
2018 Q2	$72K	Hold	1,200	–	–	0.01%	150
2018 Q1	$76K	Hold	1,200	–	–	0.02%	130
2017 Q4	$74K	Hold	1,200	–	–	0.02%	134
2017 Q3	$71K	Hold	1,200	–	–	0.02%	125
2017 Q2	$68K	Hold	1,200	–	–	0.02%	121
2017 Q1	$61K	Hold	1,200	–	–	0.01%	127
2016 Q4	$57K	Hold	1,200	–	–	0.01%	144
2016 Q3	$59K	Hold	1,200	–	–	0.01%	150
2016 Q2	$53K	Hold	1,200	–	–	0.01%	161
2016 Q1	$46K	Hold	1,200	–	–	0.01%	169
2015 Q4	$46K	Hold	1,200	–	–	0.01%	152
2015 Q3	$39K	Hold	1,200	–	–	0.01%	156
2015 Q2	$43K	Hold	1,200	–	–	0.01%	161
2015 Q1	$39K	Hold	1,200	–	–	0.01%	164
2014 Q4	$34K	Hold	1,200	–	–	0.01%	173
2014 Q3	$28K	Hold	1,200	–	–	0.01%	189
2014 Q2	$30K	Hold	1,200	–	–	0.01%	173
2014 Q1	$28K	Hold	1,200	–	–	0.01%	161
2013 Q4	$32K	Hold	1,200	–	–	0.02%	136
2013 Q3	$27K	Buy	+1,200	New	+$27K	0.01%	132