A detailed history of Avidian Wealth Solutions, LLC transactions in Watsco Inc stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 1,175 shares of WSO stock, worth $611,869. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,175
Previous 1,168 0.6%
Holding current value
$611,869
Previous $541,000 6.65%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 30, 2024

BUY
$448.73 - $519.89 $3,141 - $3,639
7 Added 0.6%
1,175 $577,000
Q2 2024

Aug 06, 2024

SELL
$396.92 - $491.01 $105,977 - $131,099
-267 Reduced 18.61%
1,168 $541,000
Q1 2024

May 03, 2024

SELL
$377.91 - $439.5 $102,791 - $119,544
-272 Reduced 15.93%
1,435 $619,000
Q4 2023

Feb 06, 2024

BUY
$340.51 - $429.01 $46,649 - $58,774
137 Added 8.73%
1,707 $731,000
Q3 2023

Oct 13, 2023

BUY
$341.03 - $380.37 $96,852 - $108,025
284 Added 22.08%
1,570 $593,000
Q2 2023

Aug 03, 2023

SELL
$301.84 - $381.47 $48,898 - $61,798
-162 Reduced 11.19%
1,286 $490,000
Q1 2023

May 08, 2023

SELL
$255.52 - $324.1 $255 - $324
-1 Reduced 0.07%
1,448 $460,000
Q4 2022

Feb 06, 2023

BUY
$238.59 - $283.23 $345,716 - $410,400
1,449 New
1,449 $361,000

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
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