A detailed history of Geneos Wealth Management Inc. transactions in Watsco Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 614 shares of WSO stock, worth $310,462. This represents 0.01% of its overall portfolio holdings.

Number of Shares
614
Previous 609 0.82%
Holding current value
$310,462
Previous $299,000 3.01%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025

BUY
$466.57 - $568.78 $2,332 - $2,843
5 Added 0.82%
614 $290,000
Q3 2024

Nov 14, 2024

BUY
$448.73 - $519.89 $102,310 - $118,534
228 Added 59.84%
609 $299,000
Q2 2024

Jul 23, 2024

BUY
$396.92 - $491.01 $3,175 - $3,928
8 Added 2.14%
381 $176,000
Q1 2024

May 03, 2024

SELL
$377.91 - $439.5 $12,848 - $14,943
-34 Reduced 8.35%
373 $161,000
Q4 2023

Jan 26, 2024

SELL
$340.51 - $429.01 $48,011 - $60,490
-141 Reduced 25.73%
407 $174,000
Q3 2023

Oct 11, 2023

BUY
$341.03 - $380.37 $15,346 - $17,116
45 Added 8.95%
548 $206,000
Q2 2023

Aug 08, 2023

BUY
$301.84 - $381.47 $27,769 - $35,095
92 Added 22.38%
503 $191,000
Q1 2023

Apr 25, 2023

BUY
$255.52 - $324.1 $23,507 - $29,817
92 Added 28.84%
411 $130,000
Q4 2022

Jan 30, 2023

BUY
$238.59 - $283.23 $16,939 - $20,109
71 Added 28.63%
319 $79,000
Q3 2022

Nov 14, 2022

BUY
$240.98 - $305.03 $59,763 - $75,647
248 New
248 $63,000
Q1 2022

May 16, 2022

SELL
$256.28 - $311.32 $7,432 - $9,028
-29 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$267.37 - $315.96 $2,138 - $2,527
8 Added 38.1%
29 $9,000
Q3 2021

Nov 09, 2021

BUY
$264.62 - $295.47 $2,910 - $3,250
11 Added 110.0%
21 $5,000
Q2 2021

Jul 08, 2021

SELL
$267.22 - $305.43 $62,529 - $71,470
-234 Reduced 95.9%
10 $2,000
Q4 2020

May 19, 2021

BUY
$217.96 - $242.04 $21,796 - $24,204
100 Added 69.44%
244 $37,000
Q2 2020

Sep 07, 2021

BUY
$145.45 - $181.56 $19,490 - $24,329
134 Added 1340.0%
144 $24,000
Q1 2020

Sep 07, 2021

SELL
$138.42 - $182.86 $27,683 - $36,572
-200 Reduced 95.24%
10 $1,000
Q4 2019

Sep 07, 2021

BUY
$160.28 - $181.94 $6,411 - $7,277
40 Added 23.53%
210 $37,000
Q3 2019

Sep 07, 2021

SELL
$154.03 - $169.88 $8,933 - $9,853
-58 Reduced 25.44%
170 $28,000
Q2 2019

Sep 07, 2021

BUY
$142.5 - $167.72 $31,065 - $36,562
218 Added 2180.0%
228 $37,000
Q4 2018

Sep 07, 2021

BUY
$132.59 - $176.4 $1,325 - $1,764
10 New
10 $1,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.8B
  • 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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