A detailed history of Wealth Plan Partners, LLC transactions in Smith A O Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 12,080 shares of AOS stock, worth $782,059. This represents 0.15% of its overall portfolio holdings.

Number of Shares
12,080
Previous 11,922 1.33%
Holding current value
$782,059
Previous $781,000 13.44%
% of portfolio
0.15%
Previous 0.14%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$67.24 - $74.3 $10,623 - $11,739
158 Added 1.33%
12,080 $886,000
Q2 2025

Jul 28, 2025

SELL
$59.63 - $70.52 $472,567 - $558,871
-7,925 Reduced 39.93%
11,922 $781,000
Q1 2025

May 09, 2025

BUY
$65.16 - $72.69 $184,793 - $206,148
2,836 Added 16.67%
19,847 $1.3 Billion
Q4 2024

Jan 30, 2025

SELL
$68.02 - $88.94 $403,018 - $526,969
-5,925 Reduced 25.83%
17,011 $1.16 Billion
Q3 2024

Nov 05, 2024

SELL
$76.95 - $91.98 $891,773 - $1.07 Million
-11,589 Reduced 33.57%
22,936 $2.06 Billion
Q2 2024

Aug 09, 2024

BUY
$80.88 - $89.08 $78,534 - $86,496
971 Added 2.89%
34,525 $2.82 Billion
Q1 2024

May 07, 2024

BUY
$77.09 - $89.88 $2.59 Million - $3.02 Million
33,554 New
33,554 $3 Billion
Q2 2023

Jul 31, 2023

BUY
$63.94 - $72.78 $6,202 - $7,059
97 New
97 $7.06 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 $8.21B
  • 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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