Whipplewood 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
2025 Q2	$2.36K	Sell	36 -2,364	-99%	-$155K	﹤0.01%	844
2025 Q1	$2.35K	Buy	2,400 +2,364	+6,567%	+$2.32K	﹤0.01%	854
2024 Q4	$2.46K	Buy	+36	New	+$2.46K	﹤0.01%	834