Wealthspire Advisors (New York)’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	-3,023	Closed	-$202K	–	938
2025 Q4	$202K	Buy	3,023 +674	+29%	+$45.5K	﹤0.01%	970
2025 Q3	$172K	Sell	2,349 -761	-24%	-$54.3K	﹤0.01%	845
2025 Q2	$204K	Buy	+3,110	New	+$203K	﹤0.01%	791
2024 Q4	–	Sell	-2,454	Closed	-$220K	–	793
2024 Q3	$220K	Buy	2,454 +2	+0.1%	+$166	﹤0.01%	689
2024 Q2	$201K	Sell	2,452 -144	-6%	-$12.2K	﹤0.01%	625
2024 Q1	$232K	Sell	2,596 -375	-13%	-$30.9K	﹤0.01%	564
2023 Q4	$245K	Sell	2,971 -164	-5%	-$12.1K	﹤0.01%	569
2023 Q3	$207K	Buy	+3,135	New	+$223K	﹤0.01%	557
2019 Q1	–	Sell	-61	Closed	-$3K	–	94
2018 Q4	$3K	Buy	+61	New	+$2.81K	﹤0.01%	703