A detailed history of Global Retirement Partners, LLC transactions in Watsco Inc stock. As of the latest transaction made, Global Retirement Partners, LLC holds 124 shares of WSO stock, worth $59,486. This represents 0.0% of its overall portfolio holdings.

Number of Shares
124
Previous 122 1.64%
Holding current value
$59,486
Previous $56,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2024

BUY
$448.73 - $519.89 $897 - $1,039
2 Added 1.64%
124 $60,000
Q2 2024

Jul 23, 2024

BUY
$396.92 - $491.01 $24,609 - $30,442
62 Added 103.33%
122 $56,000
Q1 2024

Apr 23, 2024

BUY
$377.91 - $439.5 $5,290 - $6,153
14 Added 30.43%
60 $25,000
Q4 2023

Jan 18, 2024

BUY
$340.51 - $429.01 $3,745 - $4,719
11 Added 31.43%
46 $19,000
Q3 2023

Oct 13, 2023

BUY
$341.03 - $380.37 $1,364 - $1,521
4 Added 12.9%
35 $13,000
Q1 2023

May 05, 2023

BUY
$255.52 - $324.1 $1,277 - $1,620
5 Added 19.23%
31 $9,000
Q4 2022

Feb 13, 2023

SELL
$238.59 - $283.23 $7,634 - $9,063
-32 Reduced 55.17%
26 $6,000
Q3 2022

Nov 03, 2022

BUY
$240.98 - $305.03 $1,927 - $2,440
8 Added 16.0%
58 $16,000
Q2 2022

Jul 15, 2022

BUY
$226.94 - $305.52 $907 - $1,222
4 Added 8.7%
50 $12,000
Q1 2022

Jul 14, 2022

BUY
$256.28 - $311.32 $11,788 - $14,320
46 New
46 $11,000
Q1 2021

Apr 14, 2021

SELL
$225.54 - $260.75 $1,353 - $1,564
-6 Closed
0 $0
Q4 2020

Jan 13, 2021

BUY
$217.96 - $242.04 $1,307 - $1,452
6 New
6 $1,000
Q2 2019

Nov 19, 2019

SELL
$142.5 - $167.72 $4,987 - $5,870
-35 Closed
0 $0
Q1 2019

May 07, 2019

SELL
$137.24 - $152.99 $8,783 - $9,791
-64 Reduced 64.65%
35 $5,000
Q3 2018

Oct 17, 2018

BUY
$166.0 - $185.73 $10,624 - $11,886
64 Added 182.86%
99 $18,000
Q2 2017

Aug 10, 2018

SELL
N/A
-16 Reduced 31.37%
35 $5,000
Q4 2016

Aug 10, 2018

BUY
N/A
51
51 $8,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $15.9B
  • 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 Global Retirement Partners, LLC Portfolio

Follow Global Retirement Partners, 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 Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.