A detailed history of Clearstead Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,125 shares of WSO stock, worth $552,768. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,125
Previous 1,168 3.68%
Holding current value
$552,768
Previous $541,000 2.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$448.73 - $519.89 $19,295 - $22,355
-43 Reduced 3.68%
1,125 $553,000
Q2 2024

Aug 09, 2024

BUY
$396.92 - $491.01 $450,107 - $556,805
1,134 Added 3335.29%
1,168 $541,000
Q1 2024

May 14, 2024

BUY
$377.91 - $439.5 $3,023 - $3,516
8 Added 30.77%
34 $14,000
Q4 2023

Feb 12, 2024

BUY
$340.51 - $429.01 $2,724 - $3,432
8 Added 44.44%
26 $11,000
Q3 2023

Nov 07, 2023

BUY
$341.03 - $380.37 $3,410 - $3,803
10 Added 125.0%
18 $6,000
Q2 2023

Aug 07, 2023

SELL
$301.84 - $381.47 $603 - $762
-2 Reduced 20.0%
8 $3,000
Q1 2023

May 09, 2023

BUY
$255.52 - $324.1 $2,555 - $3,241
10 New
10 $3,000
Q3 2021

Nov 12, 2021

SELL
$264.62 - $295.47 $2,116 - $2,363
-8 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$267.22 - $305.43 $2,137 - $2,443
8 New
8 $2,000

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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