WealthPlan Investment Management’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 | $2.95M | Buy |
44,918
+7,942
| +21% | +$521K | 0.21% | 101 |
|
|
2025
Q1 | $2.42M | Buy |
36,976
+7,581
| +26% | +$495K | 0.24% | 91 |
|
|
2024
Q4 | $2.01M | Sell |
29,395
-6,811
| -19% | -$465K | 0.2% | 102 |
|
|
2024
Q3 | $3.25M | Buy |
36,206
+17,079
| +89% | +$1.53M | 0.33% | 80 |
|
|
2024
Q2 | $1.56M | Buy |
19,127
+736
| +4% | +$60.2K | 0.24% | 84 |
|
|
2024
Q1 | $1.65M | Buy |
+18,391
| New | +$1.65M | 0.25% | 80 |
|