A detailed history of Creative Planning transactions in Smith A O Corp stock. As of the latest transaction made, Creative Planning holds 53,824 shares of AOS stock, worth $3.7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
53,824
Previous 60,094 10.43%
Holding current value
$3.7 Million
Previous $4.91 Million 1.67%
% of portfolio
0.0%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$76.95 - $91.98 $482,476 - $576,714
-6,270 Reduced 10.43%
53,824 $4.83 Million
Q2 2024

Aug 15, 2024

SELL
$80.88 - $89.08 $438,126 - $482,546
-5,417 Reduced 8.27%
60,094 $4.91 Million
Q1 2024

May 10, 2024

SELL
$77.09 - $89.88 $998,392 - $1.16 Million
-12,951 Reduced 16.51%
65,511 $5.86 Million
Q4 2023

Feb 14, 2024

BUY
$65.19 - $82.44 $256,457 - $324,318
3,934 Added 5.28%
78,462 $6.47 Million
Q3 2023

Nov 16, 2023

BUY
$64.47 - $76.64 $3.74 Million - $4.45 Million
58,072 Added 352.89%
74,528 $4.93 Million
Q2 2023

Jul 21, 2023

BUY
$63.94 - $72.78 $20,844 - $23,726
326 Added 2.02%
16,456 $1.2 Million
Q1 2023

May 15, 2023

BUY
$57.79 - $70.4 $10,344 - $12,601
179 Added 1.12%
16,130 $1.12 Million
Q4 2022

Feb 10, 2023

BUY
$48.76 - $61.92 $90,742 - $115,233
1,861 Added 13.21%
15,951 $913,000
Q3 2022

Nov 03, 2022

BUY
$48.58 - $64.33 $60,044 - $79,511
1,236 Added 9.62%
14,090 $685,000
Q2 2022

Aug 15, 2022

BUY
$52.89 - $67.06 $414,498 - $525,549
7,837 Added 156.21%
12,854 $703,000
Q1 2022

May 16, 2022

SELL
$63.89 - $84.96 $21,594 - $28,716
-338 Reduced 6.31%
5,017 $321,000
Q4 2021

Feb 11, 2022

BUY
$61.17 - $85.85 $43,736 - $61,382
715 Added 15.41%
5,355 $460,000
Q3 2021

Nov 10, 2021

SELL
$61.07 - $73.71 $8,916 - $10,761
-146 Reduced 3.05%
4,640 $283,000
Q2 2021

Aug 04, 2021

BUY
$66.05 - $72.25 $21,268 - $23,264
322 Added 7.21%
4,786 $345,000
Q1 2021

Apr 30, 2021

BUY
$53.19 - $69.49 $29,733 - $38,844
559 Added 14.31%
4,464 $302,000
Q4 2020

Jan 29, 2021

BUY
$51.46 - $57.96 $200,951 - $226,333
3,905 New
3,905 $214,000
Q1 2020

May 05, 2020

SELL
$34.75 - $48.54 $189,491 - $264,688
-5,453 Closed
0 $0
Q4 2019

Jan 30, 2020

BUY
$45.0 - $52.08 $245,385 - $283,992
5,453 New
5,453 $260,000
Q3 2019

Nov 01, 2019

SELL
$43.41 - $51.71 $185,707 - $221,215
-4,278 Closed
0 $0
Q2 2019

Jul 26, 2019

BUY
$40.5 - $56.49 $8,464 - $11,806
209 Added 5.14%
4,278 $202,000
Q1 2019

Apr 24, 2019

BUY
$42.42 - $53.34 $172,606 - $217,040
4,069 New
4,069 $217,000
Q3 2018

Oct 25, 2018

SELL
$53.37 - $61.39 $181,031 - $208,234
-3,392 Closed
0 $0
Q2 2018

Jul 20, 2018

BUY
$58.54 - $65.86 $198,567 - $223,397
3,392 New
3,392 $201,000

Others Institutions Holding AOS

About SMITH A O CORP


  • Ticker AOS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 126,870,000
  • Market Cap $8.72B
  • Description
  • A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. It operates through two segments, North America and Rest of World. The company offers water heaters for residences, restaurants, hotels and...
More about AOS
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.