A detailed history of Pensionmark Financial Group, LLC transactions in Watsco Inc stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 521 shares of WSO stock, worth $178,765. This represents 0.0% of its overall portfolio holdings.

Number of Shares
521
Previous 589 11.54%
Holding current value
$178,765
Previous $260,000 19.23%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

SELL
$381.94 - $489.97 $25,971 - $33,317
-68 Reduced 11.54%
521 $210,000
Q2 2025

Aug 04, 2025

BUY
$421.84 - $520.66 $248,463 - $306,668
589 New
589 $260,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $11.4B
  • 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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