A detailed history of Wealth Plan Investment Management, LLC transactions in Smith A O Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 36,206 shares of AOS stock, worth $2.49 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
36,206
Previous 19,127 89.29%
Holding current value
$2.49 Million
Previous $1.56 Million 107.8%
% of portfolio
0.35%
Previous 0.25%

Shares

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

Nov 05, 2024

BUY
$76.95 - $91.98 $1.31 Million - $1.57 Million
17,079 Added 89.29%
36,206 $3.25 Million
Q2 2024

Aug 09, 2024

BUY
$80.88 - $89.08 $59,527 - $65,562
736 Added 4.0%
19,127 $1.56 Million
Q1 2024

May 16, 2024

BUY
$77.09 - $89.88 $1.42 Million - $1.65 Million
18,391 New
18,391 $1.65 Million

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
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