A detailed history of Institutional & Family Asset Management, LLC transactions in Watsco Inc stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 22 shares of WSO stock, worth $10,204. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22
Previous 31 29.03%
Holding current value
$10,204
Previous $13,000 23.08%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

SELL
$396.92 - $491.01 $3,572 - $4,419
-9 Reduced 29.03%
22 $10,000
Q1 2023

May 08, 2023

SELL
$255.52 - $324.1 $11,498 - $14,584
-45 Reduced 59.21%
31 $9,000
Q4 2022

Feb 08, 2023

BUY
$238.59 - $283.23 $2,147 - $2,549
9 Added 13.43%
76 $18,000
Q3 2022

Nov 07, 2022

SELL
$240.98 - $305.03 $2,168 - $2,745
-9 Reduced 11.84%
67 $17,000
Q1 2021

May 06, 2021

SELL
$225.54 - $260.75 $3,608 - $4,172
-16 Reduced 17.39%
76 $20,000
Q2 2020

Aug 14, 2020

BUY
$145.45 - $181.56 $2,618 - $3,268
18 Added 24.32%
92 $16,000
Q4 2018

Feb 14, 2019

BUY
$132.59 - $176.4 $3,049 - $4,057
23 Added 45.1%
74 $10,000
Q1 2018

May 14, 2018

BUY
$164.25 - $182.14 $8,376 - $9,289
51 New
51 $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 $15.4B
  • 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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