A detailed history of Heritage Family Offices, LLP transactions in Watsco Inc stock. As of the latest transaction made, Heritage Family Offices, LLP holds 898 shares of WSO stock, worth $429,773. This represents 0.21% of its overall portfolio holdings.

Number of Shares
898
Previous 958 6.26%
Holding current value
$429,773
Previous $471 Million 9.68%
% of portfolio
0.21%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

SELL
$466.57 - $568.78 $27,994 - $34,126
-60 Reduced 6.26%
898 $425 Million
Q3 2024

Oct 16, 2024

BUY
$448.73 - $519.89 $2,243 - $2,599
5 Added 0.52%
958 $471 Million
Q2 2024

Aug 01, 2024

BUY
$396.92 - $491.01 $378,264 - $467,932
953 New
953 $442 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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