A detailed history of Creative One Wealth, LLC transactions in Watsco Inc stock. As of the latest transaction made, Creative One Wealth, LLC holds 2,581 shares of WSO stock, worth $1.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,581
Previous 1,951 32.29%
Holding current value
$1.2 Million
Previous $836,000 33.37%
% of portfolio
0.04%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$377.91 - $439.5 $238,083 - $276,885
630 Added 32.29%
2,581 $1.12 Million
Q4 2023

Feb 09, 2024

SELL
$340.51 - $429.01 $37,456 - $47,191
-110 Reduced 5.34%
1,951 $836,000
Q3 2023

Oct 17, 2023

SELL
$341.03 - $380.37 $205,300 - $228,982
-602 Reduced 22.61%
2,061 $778,000
Q2 2023

Aug 16, 2023

SELL
$301.84 - $381.47 $25,354 - $32,043
-84 Reduced 3.06%
2,663 $1.02 Million
Q2 2023

Aug 14, 2023

BUY
$301.84 - $381.47 $89,344 - $112,915
296 Added 12.08%
2,747 $755,000
Q1 2023

May 15, 2023

BUY
$255.52 - $324.1 $16,608 - $21,066
65 Added 2.72%
2,451 $780,000
Q4 2022

Feb 14, 2023

SELL
$238.59 - $283.23 $2,147 - $2,549
-9 Reduced 0.38%
2,386 $595,000
Q3 2022

Nov 14, 2022

SELL
$240.98 - $305.03 $132,539 - $167,766
-550 Reduced 18.68%
2,395 $617,000
Q2 2022

Aug 12, 2022

BUY
$226.94 - $305.52 $4,992 - $6,721
22 Added 0.75%
2,945 $703,000
Q1 2022

May 13, 2022

BUY
$256.28 - $311.32 $49,718 - $60,396
194 Added 7.11%
2,923 $891,000
Q4 2021

Feb 15, 2022

BUY
$267.37 - $315.96 $43,046 - $50,869
161 Added 6.27%
2,729 $854,000
Q3 2021

Nov 16, 2021

BUY
$264.62 - $295.47 $138,925 - $155,121
525 Added 25.7%
2,568 $668,000
Q2 2021

Aug 13, 2021

BUY
$267.22 - $305.43 $4,008 - $4,581
15 Added 0.74%
2,043 $586,000
Q1 2021

May 17, 2021

BUY
$225.54 - $260.75 $231,404 - $267,529
1,026 Added 102.4%
2,028 $529,000
Q4 2020

Feb 12, 2021

BUY
$217.96 - $242.04 $19,180 - $21,299
88 Added 9.63%
1,002 $227,000
Q3 2020

Nov 13, 2020

BUY
$177.97 - $248.65 $162,664 - $227,266
914 New
914 $213,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $15.4B
  • 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
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