Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 15, 2020

SELL
$138.42 - $182.86 $101 Million - $133 Million
-729,223 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$160.28 - $181.94 $2.57 Million - $2.91 Million
16,007 Added 2.24%
729,223 $131 Million
Q3 2019

Nov 14, 2019

BUY
$154.03 - $169.88 $3.12 Million - $3.44 Million
20,264 Added 2.92%
713,216 $121 Million
Q2 2019

Aug 12, 2019

BUY
$142.5 - $167.72 $3.05 Million - $3.59 Million
21,376 Added 3.18%
692,952 $113 Million
Q1 2019

May 14, 2019

BUY
$137.24 - $152.99 $4.14 Million - $4.61 Million
30,156 Added 4.7%
671,576 $96.2 Million
Q4 2018

Feb 13, 2019

BUY
$132.59 - $176.4 $1.68 Million - $2.23 Million
12,652 Added 2.01%
641,420 $89.2 Million
Q3 2018

Nov 14, 2018

BUY
$166.0 - $185.73 $781,030 - $873,859
4,705 Added 0.75%
628,768 $112 Million
Q2 2018

Aug 09, 2018

BUY
$166.89 - $191.35 $104 Million - $119 Million
624,063 New
624,063 $111 Million

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 Charles Schwab Investment Advisory, Inc. Portfolio

Follow Charles Schwab Investment Advisory, Inc. 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 Charles Schwab Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Investment Advisory, Inc. with notifications on news.