A detailed history of Sagespring Wealth Partners, LLC transactions in Watsco Inc stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 617 shares of WSO stock, worth $211,705. This represents 0.0% of its overall portfolio holdings.

Number of Shares
617
Previous 609 1.31%
Holding current value
$211,705
Previous $269 Million 7.19%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 31, 2025

BUY
$381.94 - $489.97 $3,055 - $3,919
8 Added 1.31%
617 $250 Million
Q2 2025

Jul 28, 2025

SELL
$421.84 - $520.66 $5,905 - $7,289
-14 Reduced 2.25%
609 $269 Million
Q1 2025

Apr 17, 2025

BUY
$463.86 - $530.75 $3,247 - $3,715
7 Added 1.14%
623 $317 Million
Q4 2024

Feb 13, 2025

BUY
$466.57 - $568.78 $287,407 - $350,368
616 New
616 $292 Million

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
Track This Portfolio

Track Sagespring Wealth Partners, LLC Portfolio

Follow Sagespring Wealth 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 Sagespring Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sagespring Wealth Partners, LLC with notifications on news.