Appleton Partners Inc Watsco Inc Transaction History

Appleton Partners Inc

  • $1.3 Billion
  • Q2 2024

A detailed history of Appleton Partners Inc transactions in Watsco Inc stock. As of the latest transaction made, Appleton Partners Inc holds 8,700 shares of WSO stock, worth $4.44 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
8,700
Previous 9,586 9.24%
Holding current value
$4.44 Million
Previous $4.14 Million 2.68%
% of portfolio
0.31%
Previous 0.32%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
SELL
$396.92 - $491.01 $351,671 - $435,034
-886 Reduced 9.24%
8,700 $4.03 Million
Q1 2024

Apr 01, 2024
BUY
$377.91 - $439.5 $143,983 - $167,449
381 Added 4.14%
9,586 $4.14 Million
Q4 2023

Jan 02, 2024
SELL
$340.51 - $429.01 $515,532 - $649,521
-1,514 Reduced 14.12%
9,205 $3.94 Million
Q3 2023

Oct 03, 2023
SELL
$341.03 - $380.37 $171,197 - $190,945
-502 Reduced 4.47%
10,719 $4.05 Million
Q2 2023

Jul 10, 2023
SELL
$301.84 - $381.47 $235,737 - $297,928
-781 Reduced 6.51%
11,221 $4.28 Million
Q1 2023

Apr 10, 2023
SELL
$255.52 - $324.1 $317,100 - $402,208
-1,241 Reduced 9.37%
12,002 $3.82 Million
Q4 2022

Jan 19, 2023
SELL
$238.59 - $283.23 $910,220 - $1.08 Million
-3,815 Reduced 22.36%
13,243 $3.3 Million
Q3 2022

Oct 27, 2022
BUY
$240.98 - $305.03 $14,458 - $18,301
60 Added 0.35%
17,058 $4.39 Million
Q2 2022

Jul 08, 2022
BUY
$226.94 - $305.52 $159,311 - $214,475
702 Added 4.31%
16,998 $4.06 Million
Q1 2022

Apr 05, 2022
BUY
$256.28 - $311.32 $534,087 - $648,790
2,084 Added 14.66%
16,296 $4.96 Million
Q4 2021

Feb 03, 2022
BUY
$267.37 - $315.96 $897,561 - $1.06 Million
3,357 Added 30.93%
14,212 $4.45 Million
Q3 2021

Oct 14, 2021
BUY
$264.62 - $295.47 $2.54 Million - $2.83 Million
9,582 Added 752.71%
10,855 $2.87 Million
Q2 2021

Jul 07, 2021
BUY
$267.22 - $305.43 $340,171 - $388,812
1,273 New
1,273 $365,000

Others Institutions Holding WSO

# of Institutions
797
Shares Held
32.6M
Call Options Held
169K
Put Options Held
152K
View Full List

About WATSCO INC

WSO Quotes by TradingView
  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $17B
  • 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 Appleton Partners Inc Portfolio

Follow Appleton Partners Inc 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 Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email