A detailed history of Waldron Private Wealth LLC transactions in Watsco Inc stock. As of the latest transaction made, Waldron Private Wealth LLC holds 587 shares of WSO stock, worth $288,522. This represents 0.01% of its overall portfolio holdings.

Number of Shares
587
Previous 587 -0.0%
Holding current value
$288,522
Previous $288,000 3.47%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 31, 2024

BUY
$396.92 - $491.01 $2,381 - $2,946
6 Added 1.03%
587 $271,000
Q1 2024

May 09, 2024

SELL
$377.91 - $439.5 $15,116 - $17,580
-40 Reduced 6.44%
581 $250,000
Q4 2023

Aug 29, 2024

BUY
$340.51 - $429.01 $13,279 - $16,731
39 Added 6.7%
621 $266,000
Q4 2023

Jan 30, 2024

BUY
$340.51 - $429.01 $13,279 - $16,731
39 Added 6.7%
621 $266,000
Q3 2023

Aug 29, 2024

SELL
$341.03 - $380.37 $341 - $380
-1 Reduced 0.17%
582 $219,000
Q3 2023

Oct 26, 2023

SELL
$341.03 - $380.37 $341 - $380
-1 Reduced 0.17%
582 $219,000
Q2 2023

Aug 29, 2024

SELL
$301.84 - $381.47 $1,207 - $1,525
-4 Reduced 0.68%
583 $222,000
Q2 2023

Aug 07, 2023

BUY
$301.84 - $381.47 $175,972 - $222,397
583 New
583 $222,000
Q3 2019

Nov 06, 2019

SELL
$154.03 - $169.88 $215,333 - $237,492
-1,398 Closed
0 $0
Q2 2019

Jul 31, 2019

BUY
$142.5 - $167.72 $199,215 - $234,472
1,398 New
1,398 $228,000

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
Track This Portfolio

Track Waldron Private Wealth LLC Portfolio

Follow Waldron Private Wealth 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 Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.