A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 2,917 shares of WSO stock, worth $1.42 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,917
Previous 2,955 1.29%
Holding current value
$1.42 Million
Previous $1.37 Billion 4.83%
% of portfolio
0.29%
Previous 0.35%

Shares

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

Oct 16, 2024

SELL
$448.73 - $519.89 $17,051 - $19,755
-38 Reduced 1.29%
2,917 $1.44 Billion
Q2 2024

Jul 12, 2024

SELL
$396.92 - $491.01 $527,109 - $652,061
-1,328 Reduced 31.01%
2,955 $1.37 Billion
Q1 2024

Apr 29, 2024

SELL
$377.91 - $439.5 $186,687 - $217,113
-494 Reduced 10.34%
4,283 $1.84 Billion
Q4 2023

Jan 25, 2024

BUY
$340.51 - $429.01 $1.63 Million - $2.05 Million
4,777 New
4,777 $2.05 Billion
Q4 2023

Jan 19, 2024

SELL
$340.51 - $429.01 $1.71 Million - $2.16 Million
-5,035 Closed
0 $2.05 Billion
Q4 2023

Jan 08, 2024

SELL
$340.51 - $429.01 $191,026 - $240,674
-561 Reduced 10.03%
5,035 $1.9 Billion
Q3 2023

Oct 17, 2023

SELL
$341.03 - $380.37 $176,653 - $197,031
-518 Reduced 8.47%
5,596 $2.11 Billion
Q2 2023

Jul 10, 2023

SELL
$301.84 - $381.47 $70,328 - $88,882
-233 Reduced 3.67%
6,114 $2.33 Billion
Q1 2023

Apr 17, 2023

SELL
$255.52 - $324.1 $616,058 - $781,405
-2,411 Reduced 27.53%
6,347 $2.02 Billion
Q4 2022

Feb 06, 2023

BUY
$238.59 - $283.23 $2.09 Million - $2.48 Million
8,758 New
8,758 $2.18 Billion

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.2B
  • 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
Track This Portfolio

Track B.O.S.S. Retirement Advisors, LLC Portfolio

Follow B.O.S.S. Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.