A detailed history of Concurrent Investment Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 2,784 shares of WSO stock, worth $1.54 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,784
Previous 3,125 10.91%
Holding current value
$1.54 Million
Previous $1.45 Billion 5.41%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 30, 2024

SELL
$448.73 - $519.89 $153,016 - $177,282
-341 Reduced 10.91%
2,784 $1.37 Billion
Q2 2024

Jul 30, 2024

SELL
$396.92 - $491.01 $55,965 - $69,232
-141 Reduced 4.32%
3,125 $1.45 Billion
Q1 2024

May 07, 2024

BUY
$377.91 - $439.5 $74,448 - $86,581
197 Added 6.42%
3,266 $1.41 Billion
Q4 2023

Apr 15, 2024

BUY
$340.51 - $429.01 $1.05 Million - $1.32 Million
3,069 New
3,069 $1.31 Billion

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 Concurrent Investment Advisors, LLC Portfolio

Follow Concurrent Investment Advisors, 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 Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.