A detailed history of Wr Wealth Planners, LLC transactions in Watsco Inc stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 35 shares of WSO stock, worth $16,790. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35
Previous 27 29.63%
Holding current value
$16,790
Previous $12,000 41.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 17, 2024

BUY
$448.73 - $519.89 $3,589 - $4,159
8 Added 29.63%
35 $17,000
Q2 2024

Jul 31, 2024

SELL
$396.92 - $491.01 $2,381 - $2,946
-6 Reduced 18.18%
27 $12,000
Q1 2024

Jul 31, 2024

BUY
$377.91 - $439.5 $12,471 - $14,503
33 New
33 $14,000
Q2 2023

Aug 01, 2024

BUY
$301.84 - $381.47 $301 - $381
1 Added 3.7%
28 $10.7 Million
Q1 2023

Aug 01, 2024

BUY
$255.52 - $324.1 $2,555 - $3,241
10 Added 37.04%
37 $11.8 Million

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $15.9B
  • 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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