A detailed history of Atlas Private Wealth Management transactions in Watsco Inc stock. As of the latest transaction made, Atlas Private Wealth Management holds 2,404 shares of WSO stock, worth $1.25 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
2,404
Previous 2,367 1.56%
Holding current value
$1.25 Million
Previous $1.01 Million 2.37%
% of portfolio
0.46%
Previous 0.5%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$377.91 - $439.5 $13,982 - $16,261
37 Added 1.56%
2,404 $1.04 Million
Q4 2023

Jan 19, 2024

SELL
$340.51 - $429.01 $42,904 - $54,055
-126 Reduced 5.05%
2,367 $1.01 Million
Q3 2023

Oct 23, 2023

BUY
$341.03 - $380.37 $9,207 - $10,269
27 Added 1.09%
2,493 $941,000
Q2 2023

Jul 13, 2023

SELL
$301.84 - $381.47 $6,338 - $8,010
-21 Reduced 0.84%
2,466 $940,000
Q1 2023

Apr 26, 2023

BUY
$255.52 - $324.1 $635,478 - $806,036
2,487 New
2,487 $791,000
Q2 2021

Aug 05, 2021

SELL
$267.22 - $305.43 $5,878 - $6,719
-22 Closed
0 $0
Q4 2020

Jan 27, 2021

BUY
$217.96 - $242.04 $217 - $242
1 Added 4.76%
22 $5,000
Q1 2020

May 12, 2020

BUY
$138.42 - $182.86 $138 - $182
1 Added 5.0%
21 $3,000
Q4 2019

Feb 11, 2020

BUY
$160.28 - $181.94 $3,205 - $3,638
20 New
20 $4,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $17.3B
  • 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 Atlas Private Wealth Management Portfolio

Follow Atlas Private Wealth Management 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 Atlas Private Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Management with notifications on news.