A detailed history of Birch Capital Management, LLC transactions in Watsco Inc stock. As of the latest transaction made, Birch Capital Management, LLC holds 4,038 shares of WSO stock, worth $1.94 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
4,038
Previous 4,052 0.35%
Holding current value
$1.94 Million
Previous $1.75 Million 6.86%
% of portfolio
0.99%
Previous 0.93%

Shares

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

Jul 08, 2024

SELL
$396.92 - $491.01 $5,556 - $6,874
-14 Reduced 0.35%
4,038 $1.87 Million
Q1 2024

Apr 11, 2024

BUY
$377.91 - $439.5 $145,873 - $169,647
386 Added 10.53%
4,052 $1.75 Million
Q4 2023

Jan 24, 2024

BUY
$340.51 - $429.01 $25,197 - $31,746
74 Added 2.06%
3,666 $1.57 Million
Q3 2023

Oct 11, 2023

SELL
$341.03 - $380.37 $12,618 - $14,073
-37 Reduced 1.02%
3,592 $1.36 Million
Q2 2023

Jul 12, 2023

BUY
$301.84 - $381.47 $500,450 - $632,477
1,658 Added 84.12%
3,629 $1.38 Million
Q1 2023

Apr 10, 2023

BUY
$255.52 - $324.1 $102,208 - $129,640
400 Added 25.46%
1,971 $627,000
Q4 2022

Feb 06, 2023

BUY
$238.59 - $283.23 $374,824 - $444,954
1,571 New
1,571 $392,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16B
  • 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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