A detailed history of Valeo Financial Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,020 shares of WSO stock, worth $473,137. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,020
Previous 1,019 0.1%
Holding current value
$473,137
Previous $472,000 6.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

BUY
$448.73 - $519.89 $448 - $519
1 Added 0.1%
1,020 $501,000
Q2 2024

Jul 10, 2024

BUY
$396.92 - $491.01 $793 - $982
2 Added 0.2%
1,019 $472,000
Q1 2024

Apr 19, 2024

BUY
$377.91 - $439.5 $6,802 - $7,911
18 Added 1.8%
1,017 $439,000
Q3 2023

Oct 19, 2023

BUY
$341.03 - $380.37 $340,688 - $379,989
999 New
999 $377,000
Q2 2021

Jul 22, 2021

SELL
$267.22 - $305.43 $15,765 - $18,020
-59 Closed
0 $0
Q1 2021

Apr 12, 2021

BUY
$225.54 - $260.75 $902 - $1,043
4 Added 7.27%
59 $15,000
Q3 2020

Oct 28, 2020

BUY
$177.97 - $248.65 $7,118 - $9,946
40 Added 266.67%
55 $13,000
Q2 2020

Jul 20, 2020

BUY
$145.45 - $181.56 $1,309 - $1,634
9 Added 150.0%
15 $3,000
Q1 2019

Apr 12, 2019

BUY
$137.24 - $152.99 $823 - $917
6 New
6 $1,000
Q4 2018

Jan 30, 2019

SELL
$132.59 - $176.4 $795 - $1,058
-6 Closed
0 $0
Q3 2018

Nov 01, 2018

SELL
$166.0 - $185.73 $1,328 - $1,485
-8 Reduced 57.14%
6 $1,000
Q2 2018

Aug 14, 2018

BUY
$166.89 - $191.35 $1,335 - $1,530
8 Added 133.33%
14 $2,000
Q3 2017

Nov 14, 2017

BUY
$142.3 - $161.07 $853 - $966
6
6 $1,000

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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