A detailed history of Bogart Wealth, LLC transactions in Watsco Inc stock. As of the latest transaction made, Bogart Wealth, LLC holds 50 shares of WSO stock, worth $27,739. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 36 38.89%
Holding current value
$27,739
Previous $16,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2024

BUY
$448.73 - $519.89 $6,282 - $7,278
14 Added 38.89%
50 $24,000
Q1 2024

Apr 25, 2024

SELL
$377.91 - $439.5 $755 - $879
-2 Reduced 5.26%
36 $15,000
Q4 2023

Feb 06, 2024

BUY
$340.51 - $429.01 $681 - $858
2 Added 5.56%
38 $16,000
Q1 2023

Apr 21, 2023

BUY
$255.52 - $324.1 $9,198 - $11,667
36 New
36 $11,000
Q3 2022

Nov 03, 2022

BUY
$240.98 - $305.03 $5,783 - $7,320
24 New
24 $6,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $18.4B
  • 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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