United Capital Financial 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	-2,708	Closed	-$243K	–	1054
2024 Q3	$243K	Sell	2,708 -94	-3%	-$8.44K	﹤0.01%	943
2024 Q2	$229K	Sell	2,802 -9	-0.3%	-$736	﹤0.01%	934
2024 Q1	$251K	Sell	2,811 -463	-14%	-$41.4K	﹤0.01%	929
2023 Q4	$270K	Buy	+3,274	New	+$270K	﹤0.01%	905