Westside Investment Management’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	$15.3K	Hold	238	–	–	﹤0.01%	990
2025 Q4	$16.3K	Hold	238	–	–	﹤0.01%	941
2025 Q3	$17.4K	Buy	238 +119	+100%	+$8.49K	﹤0.01%	936
2025 Q2	$8.06K	Buy	+119	New	+$7.79K	﹤0.01%	1021
2018 Q4	–	Sell	-121	Closed	-$6.52K	–	696
2018 Q3	$6.52K	Sell	121 -41	-25%	-$2.41K	﹤0.01%	563
2018 Q2	$9.56K	Hold	162	–	–	﹤0.01%	571
2018 Q1	$9.98K	Hold	162	–	–	0.01%	545
2017 Q4	$10.3K	Hold	162	–	–	0.01%	561
2017 Q3	$9.84K	Hold	162	–	–	0.01%	549
2017 Q2	$9.27K	Hold	162	–	–	0.01%	551
2017 Q1	$8.05K	Hold	162	–	–	﹤0.01%	555
2016 Q4	$7.83K	Buy	+162	New	+$7.81K	0.01%	453