SMITH A O CORP

Ticker: AOS CUSIP: 831865209 Class: COM

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 21,576 Value ($000) $1,443 Avg Close $67.45 Range $62.96 - $73.57
Q3 2025
Shares 44,274 Value ($000) $3,250 Avg Close $70.87 Range $64.61 - $76.52
Q2 2025
Shares 44,918 Value ($000) $2,945 Avg Close $64.65 Range $57.94 - $70.17
Q1 2025
Shares 36,976 Value ($000) $2,417 Avg Close $66.45 Range $63.57 - $71.68
Q4 2024
Shares 29,395 Value ($000) $2,005 Avg Close $74.08 Range $66.03 - $87.94
Q3 2024
Shares 36,206 Value ($000) $3,252 Avg Close $80.62 Range $74.75 - $89.84
Q2 2024
Shares 19,127 Value ($000) $1,564 Avg Close $82.14 Range $77.97 - $86.90
Q1 2024
Shares 18,391 Value ($000) $1,645 Avg Close $79.74 Range $74.43 - $87.09