A detailed history of Fiduciary Family Office, LLC transactions in Watsco Inc stock. As of the latest transaction made, Fiduciary Family Office, LLC holds 611 shares of WSO stock, worth $300,214. This represents 0.1% of its overall portfolio holdings.

Number of Shares
611
Previous 1,711 64.29%
Holding current value
$300,214
Previous $793 Million 62.08%
% of portfolio
0.1%
Previous 0.31%

Shares

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

Oct 30, 2024

SELL
$448.73 - $519.89 $493,603 - $571,879
-1,100 Reduced 64.29%
611 $301 Million
Q2 2024

Aug 01, 2024

SELL
$396.92 - $491.01 $455,267 - $563,188
-1,147 Reduced 40.13%
1,711 $793 Million
Q1 2024

May 07, 2024

BUY
$377.91 - $439.5 $444,044 - $516,412
1,175 Added 69.82%
2,858 $1.23 Billion
Q4 2023

May 07, 2024

BUY
$340.51 - $429.01 $573,078 - $722,023
1,683 New
1,683 $721 Million

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.3B
  • 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 Fiduciary Family Office, LLC Portfolio

Follow Fiduciary Family Office, 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 Fiduciary Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Family Office, LLC with notifications on news.