A detailed history of Schechter Investment Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 3,666 shares of WSO stock, worth $1.8 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,666
Previous 4,382 16.34%
Holding current value
$1.8 Million
Previous $2.03 Million 11.14%
% of portfolio
0.18%
Previous 0.21%

Shares

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

Nov 12, 2024

SELL
$448.73 - $519.89 $321,290 - $372,241
-716 Reduced 16.34%
3,666 $1.8 Million
Q2 2024

Aug 12, 2024

SELL
$396.92 - $491.01 $263,554 - $326,030
-664 Reduced 13.16%
4,382 $2.03 Million
Q1 2024

May 06, 2024

BUY
$377.91 - $439.5 $174,594 - $203,049
462 Added 10.08%
5,046 $2.18 Million
Q4 2023

Jan 17, 2024

SELL
$340.51 - $429.01 $387,159 - $487,784
-1,137 Reduced 19.87%
4,584 $1.96 Million
Q3 2023

Nov 06, 2023

SELL
$341.03 - $380.37 $4,433 - $4,944
-13 Reduced 0.23%
5,721 $2.16 Million
Q2 2023

Jul 26, 2023

BUY
$301.84 - $381.47 $81,194 - $102,615
269 Added 4.92%
5,734 $2.19 Million
Q1 2023

Apr 28, 2023

BUY
$255.52 - $324.1 $48,548 - $61,579
190 Added 3.6%
5,465 $1.74 Million
Q4 2022

Feb 13, 2023

SELL
$238.59 - $283.23 $108,319 - $128,586
-454 Reduced 7.92%
5,275 $1.32 Million
Q3 2022

Nov 04, 2022

BUY
$240.98 - $305.03 $203,387 - $257,445
844 Added 17.28%
5,729 $1.48 Million
Q2 2022

Nov 03, 2022

BUY
$226.94 - $305.52 $1.11 Million - $1.49 Million
4,885 New
4,885 $1.17 Million
Q1 2022

Nov 18, 2022

SELL
$256.28 - $311.32 $213,737 - $259,640
-834 Reduced 14.56%
4,895 $1.49 Million
Q4 2021

Dec 27, 2022

SELL
$267.37 - $315.96 $221,382 - $261,614
-828 Reduced 14.45%
4,901 $1.53 Million

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.3B
  • 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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