A detailed history of Confluence Wealth Services, Inc. transactions in Watsco Inc stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,289 shares of WSO stock, worth $1.12 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,289
Previous 2,169 5.53%
Holding current value
$1.12 Million
Previous $1 Million 12.05%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 29, 2024

BUY
$448.73 - $519.89 $53,847 - $62,386
120 Added 5.53%
2,289 $1.13 Million
Q2 2024

Jul 31, 2024

BUY
$396.92 - $491.01 $47,630 - $58,921
120 Added 5.86%
2,169 $1 Million
Q1 2024

Apr 22, 2024

BUY
$377.91 - $439.5 $18,517 - $21,535
49 Added 2.45%
2,049 $885,000
Q4 2023

Jan 25, 2024

BUY
$340.51 - $429.01 $79,338 - $99,959
233 Added 13.19%
2,000 $856,000
Q3 2023

Nov 01, 2023

BUY
$341.03 - $380.37 $87,644 - $97,755
257 Added 17.02%
1,767 $667,000
Q2 2023

Aug 01, 2023

BUY
$301.84 - $381.47 $168,728 - $213,241
559 Added 58.78%
1,510 $576,000
Q1 2023

May 11, 2023

BUY
$255.52 - $324.1 $242,999 - $308,219
951 New
951 $302,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.2B
  • 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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