A detailed history of Lgt Financial Advisors LLC transactions in Watsco Inc stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 123 shares of WSO stock, worth $59,727. This represents 0.15% of its overall portfolio holdings.

Number of Shares
123
Previous 173 28.9%
Holding current value
$59,727
Previous $80 Million 24.54%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Oct 31, 2024

SELL
$448.73 - $519.89 $22,436 - $25,994
-50 Reduced 28.9%
123 $60.3 Million
Q2 2024

Aug 05, 2024

SELL
$396.92 - $491.01 $138,922 - $171,853
-350 Reduced 66.92%
173 $80 Million
Q1 2024

May 02, 2024

SELL
$377.91 - $439.5 $49,506 - $57,574
-131 Reduced 20.03%
523 $226 Million
Q4 2023

Feb 12, 2024

BUY
$340.51 - $429.01 $5,788 - $7,293
17 Added 2.67%
654 $280 Million
Q3 2023

Nov 01, 2023

SELL
$341.03 - $380.37 $21,143 - $23,582
-62 Reduced 8.87%
637 $241 Million
Q2 2023

Aug 14, 2023

SELL
$301.84 - $381.47 $35,013 - $44,250
-116 Reduced 14.23%
699 $267 Million
Q1 2023

May 15, 2023

SELL
$255.52 - $324.1 $71,290 - $90,423
-279 Reduced 25.5%
815 $259 Million
Q4 2022

Feb 14, 2023

BUY
$238.59 - $283.23 $261,017 - $309,853
1,094 New
1,094 $273 Million

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.1B
  • 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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