A detailed history of Avantax Advisory Services, Inc. transactions in Watsco Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,543 shares of WSO stock, worth $2.15 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,543
Previous 4,411 2.99%
Holding current value
$2.15 Million
Previous $2.04 Million 9.35%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$448.73 - $519.89 $59,232 - $68,625
132 Added 2.99%
4,543 $2.23 Million
Q2 2024

Aug 09, 2024

BUY
$396.92 - $491.01 $1.08 Million - $1.34 Million
2,722 Added 161.16%
4,411 $2.04 Million
Q1 2024

May 08, 2024

SELL
$377.91 - $439.5 $119,419 - $138,882
-316 Reduced 15.76%
1,689 $729,000
Q4 2023

Feb 07, 2024

SELL
$340.51 - $429.01 $662,972 - $835,282
-1,947 Reduced 49.27%
2,005 $859,000
Q3 2023

Nov 07, 2023

SELL
$341.03 - $380.37 $22,507 - $25,104
-66 Reduced 1.64%
3,952 $1.49 Million
Q2 2023

Aug 11, 2023

BUY
$301.84 - $381.47 $92,061 - $116,348
305 Added 8.21%
4,018 $1.53 Million
Q1 2023

Apr 28, 2023

BUY
$255.52 - $324.1 $200,838 - $254,742
786 Added 26.85%
3,713 $1.18 Million
Q4 2022

Feb 13, 2023

BUY
$238.59 - $283.23 $16,224 - $19,259
68 Added 2.38%
2,927 $730,000
Q3 2022

Nov 01, 2022

BUY
$240.98 - $305.03 $688,961 - $872,080
2,859 New
2,859 $736,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $15.7B
  • 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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