A detailed history of Buck Wealth Strategies, LLC transactions in Watsco Inc stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 13,477 shares of WSO stock, worth $7.08 Million. This represents 2.09% of its overall portfolio holdings.

Number of Shares
13,477
Previous 15,086 10.67%
Holding current value
$7.08 Million
Previous $6.99 Million 5.14%
% of portfolio
2.09%
Previous 2.07%

Shares

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

Nov 05, 2024

SELL
$448.73 - $519.89 $722,006 - $836,503
-1,609 Reduced 10.67%
13,477 $6.63 Million
Q2 2024

Aug 14, 2024

BUY
$396.92 - $491.01 $5.99 Million - $7.41 Million
15,086 New
15,086 $6.99 Million
Q4 2023

Jan 23, 2024

BUY
$340.51 - $429.01 $220,990 - $278,427
649 Added 4.11%
16,454 $7.05 Million
Q3 2023

Nov 06, 2023

BUY
$341.03 - $380.37 $59,680 - $66,564
175 Added 1.12%
15,805 $5.97 Million
Q2 2023

Nov 06, 2023

BUY
$301.84 - $381.47 $322,365 - $407,409
1,068 Added 7.33%
15,630 $5.96 Billion
Q3 2022

Oct 30, 2023

BUY
$240.98 - $305.03 $3.51 Million - $4.44 Million
14,562 New
14,562 $5.5 Billion

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $17.4B
  • 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
Track This Portfolio

Track Buck Wealth Strategies, LLC Portfolio

Follow Buck Wealth Strategies, 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 Buck Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buck Wealth Strategies, LLC with notifications on news.