A detailed history of Baker Tilly Wealth Management, LLC transactions in Watsco Inc stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 470 shares of WSO stock, worth $231,183. This represents 0.09% of its overall portfolio holdings.

Number of Shares
470
Previous 1,112 57.73%
Holding current value
$231,183
Previous $480,000 54.79%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 18, 2024

SELL
$396.92 - $491.01 $254,822 - $315,228
-642 Reduced 57.73%
470 $217,000
Q1 2024

May 09, 2024

SELL
$377.91 - $439.5 $98,256 - $114,270
-260 Reduced 18.95%
1,112 $480,000
Q4 2023

Jan 10, 2024

SELL
$340.51 - $429.01 $58,908 - $74,218
-173 Reduced 11.2%
1,372 $587,000
Q3 2023

Oct 10, 2023

SELL
$341.03 - $380.37 $7,161 - $7,987
-21 Reduced 1.34%
1,545 $583,000
Q2 2023

Jul 20, 2023

SELL
$301.84 - $381.47 $15,997 - $20,217
-53 Reduced 3.27%
1,566 $597,000
Q1 2023

Apr 12, 2023

SELL
$255.52 - $324.1 $12,520 - $15,880
-49 Reduced 2.94%
1,619 $515,000
Q4 2022

Jan 26, 2023

SELL
$238.59 - $283.23 $73,724 - $87,518
-309 Reduced 15.63%
1,668 $0
Q3 2022

Oct 20, 2022

BUY
$240.98 - $305.03 $1,686 - $2,135
7 Added 0.36%
1,977 $509,000
Q2 2022

Jul 28, 2022

SELL
$226.94 - $305.52 $10,893 - $14,664
-48 Reduced 2.38%
1,970 $470,000
Q1 2022

Apr 27, 2022

SELL
$256.28 - $311.32 $76,627 - $93,084
-299 Reduced 12.9%
2,018 $615,000
Q4 2021

Feb 08, 2022

BUY
$267.37 - $315.96 $142,775 - $168,722
534 Added 29.95%
2,317 $725,000
Q3 2021

Nov 02, 2021

BUY
$264.62 - $295.47 $60,333 - $67,367
228 Added 14.66%
1,783 $472,000
Q2 2021

Jul 30, 2021

BUY
$267.22 - $305.43 $40,617 - $46,425
152 Added 10.83%
1,555 $446,000
Q1 2021

Apr 28, 2021

BUY
$225.54 - $260.75 $26,613 - $30,768
118 Added 9.18%
1,403 $366,000
Q4 2020

Feb 03, 2021

BUY
$217.96 - $242.04 $280,078 - $311,021
1,285 New
1,285 $291,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.3B
  • 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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