A detailed history of Capital Investment Advisory Services, LLC transactions in Watsco Inc stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 3,735 shares of WSO stock, worth $2.07 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,735
Previous 3,735 -0.0%
Holding current value
$2.07 Million
Previous $1.73 Million 6.18%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Aug 14, 2024

BUY
$396.92 - $491.01 $99,230 - $122,752
250 Added 7.17%
3,735 $1.73 Million
Q2 2023

Jul 28, 2023

BUY
$301.84 - $381.47 $1.05 Million - $1.33 Million
3,485 New
3,485 $1.33 Million
Q2 2022

Jul 22, 2022

BUY
$226.94 - $305.52 $226,940 - $305,520
1,000 Added 40.24%
3,485 $832,000
Q1 2021

May 05, 2021

BUY
$225.54 - $260.75 $222,156 - $256,838
985 Added 65.67%
2,485 $648,000
Q2 2020

Aug 05, 2020

BUY
$145.45 - $181.56 $218,174 - $272,340
1,500 New
1,500 $267,000
Q4 2019

Feb 04, 2020

SELL
$160.28 - $181.94 $87,833 - $99,703
-548 Closed
0 $0
Q2 2019

Aug 08, 2019

BUY
$142.5 - $167.72 $6,840 - $8,050
48 Added 9.6%
548 $86,000
Q4 2018

Feb 04, 2019

BUY
$132.59 - $176.4 $66,295 - $88,200
500 New
500 $70,000

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
Track This Portfolio

Track Capital Investment Advisory Services, LLC Portfolio

Follow Capital Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.