A detailed history of Advisory Research Inc transactions in Watsco Inc stock. As of the latest transaction made, Advisory Research Inc holds 5,146 shares of WSO stock, worth $2.44 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
5,146
Previous 22,871 77.5%
Holding current value
$2.44 Million
Previous $9.88 Million 75.88%
% of portfolio
0.48%
Previous 2.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$396.92 - $491.01 $7.04 Million - $8.7 Million
-17,725 Reduced 77.5%
5,146 $2.38 Million
Q1 2024

May 14, 2024

BUY
$377.91 - $439.5 $5.47 Million - $6.37 Million
14,484 Added 172.7%
22,871 $9.88 Million
Q4 2023

Feb 13, 2024

BUY
$340.51 - $429.01 $304,415 - $383,534
894 Added 11.93%
8,387 $3.59 Million
Q3 2023

Nov 13, 2023

BUY
$341.03 - $380.37 $16,028 - $17,877
47 Added 0.63%
7,493 $2.83 Million
Q2 2023

Aug 14, 2023

BUY
$301.84 - $381.47 $2.25 Million - $2.84 Million
7,446 New
7,446 $2.84 Million

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $15.7B
  • Description
  • Watsco, Inc., together with its subsidiaries, distributes air conditioning, heating, refrigeration equipment, and related parts and supplies. The company distributes equipment comprising residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other ...
More about WSO
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