A detailed history of Evermay Wealth Management LLC transactions in Watsco Inc stock. As of the latest transaction made, Evermay Wealth Management LLC holds 295 shares of WSO stock, worth $146,060. This represents 0.02% of its overall portfolio holdings.

Number of Shares
295
Previous 295 -0.0%
Holding current value
$146,060
Previous $145,000 4.14%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 25, 2024

SELL
$448.73 - $519.89 $4,487 - $5,198
-10 Reduced 3.28%
295 $145,000
Q1 2023

May 15, 2023

SELL
$255.52 - $324.1 $2,555 - $3,241
-10 Reduced 3.17%
305 $97,000
Q4 2022

Jan 19, 2023

SELL
$238.59 - $283.23 $9,066 - $10,762
-38 Reduced 10.76%
315 $0
Q3 2022

Nov 14, 2022

BUY
$240.98 - $305.03 $85,065 - $107,675
353 New
353 $91,000
Q2 2022

Aug 15, 2022

SELL
$226.94 - $305.52 $6,808 - $9,165
-30 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$256.28 - $311.32 $7,688 - $9,339
30 New
30 $9,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.4B
  • 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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