A detailed history of Icon Wealth Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,409 shares of WSO stock, worth $781,699. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,409
Previous 1,075 31.07%
Holding current value
$781,699
Previous $497,000 39.44%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Nov 14, 2024

SELL
$448.73 - $519.89 $277,763 - $321,811
-619 Reduced 43.93%
790 $388,000
Q3 2024

Nov 12, 2024

BUY
$448.73 - $519.89 $149,875 - $173,643
334 Added 31.07%
1,409 $693,000
Q2 2024

Aug 14, 2024

BUY
$396.92 - $491.01 $1,984 - $2,455
5 Added 0.47%
1,075 $497,000
Q1 2024

May 15, 2024

SELL
$377.91 - $439.5 $52,151 - $60,651
-138 Reduced 11.42%
1,070 $462,000
Q4 2023

Feb 14, 2024

SELL
$340.51 - $429.01 $169,914 - $214,075
-499 Reduced 29.23%
1,208 $517,000
Q4 2022

Feb 14, 2023

SELL
$238.59 - $283.23 $25,767 - $30,588
-108 Reduced 5.95%
1,707 $425,000
Q3 2022

Jan 25, 2023

BUY
$240.98 - $305.03 $437,378 - $553,629
1,815 New
1,815 $467,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $18.4B
  • 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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