A detailed history of Ae Wealth Management LLC transactions in Watsco Inc stock. As of the latest transaction made, Ae Wealth Management LLC holds 26,555 shares of WSO stock, worth $12.3 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
26,555
Previous 28,443 6.64%
Holding current value
$12.3 Million
Previous $13.2 Million 0.87%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Nov 14, 2024

SELL
$448.73 - $519.89 $847,202 - $981,552
-1,888 Reduced 6.64%
26,555 $13.1 Million
Q2 2024

Aug 12, 2024

SELL
$396.92 - $491.01 $3.06 Million - $3.79 Million
-7,709 Reduced 21.32%
28,443 $13.2 Million
Q1 2024

May 15, 2024

SELL
$377.91 - $439.5 $9.62 Million - $11.2 Million
-25,444 Reduced 41.31%
36,152 $15.6 Million
Q4 2023

Feb 14, 2024

SELL
$340.51 - $429.01 $3.06 Million - $3.86 Million
-8,995 Reduced 12.74%
61,596 $26.4 Million
Q3 2023

Oct 11, 2023

SELL
$341.03 - $380.37 $1.83 Million - $2.04 Million
-5,367 Reduced 7.07%
70,591 $26.7 Million
Q2 2023

Jul 10, 2023

BUY
$301.84 - $381.47 $8.24 Million - $10.4 Million
27,283 Added 56.05%
75,958 $29 Million
Q1 2023

Apr 14, 2023

SELL
$255.52 - $324.1 $3.65 Million - $4.62 Million
-14,270 Reduced 22.67%
48,675 $15.5 Million
Q4 2022

Jan 31, 2023

BUY
$238.59 - $283.23 $3.98 Million - $4.72 Million
16,665 Added 36.01%
62,945 $15.7 Million
Q3 2022

Oct 25, 2022

BUY
$240.98 - $305.03 $10.6 Million - $13.5 Million
44,134 Added 2056.57%
46,280 $11.9 Million
Q2 2022

Aug 03, 2022

BUY
$226.94 - $305.52 $487,013 - $655,645
2,146 New
2,146 $513,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $15.4B
  • 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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