A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Watsco Inc stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 9,375 shares of WSO stock, worth $4.51 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,375
Previous 9,222 1.66%
Holding current value
$4.51 Million
Previous $3.98 Million 9.01%
% of portfolio
0.13%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$396.92 - $491.01 $60,728 - $75,124
153 Added 1.66%
9,375 $4.34 Million
Q1 2024

May 06, 2024

BUY
$377.91 - $439.5 $629,220 - $731,767
1,665 Added 22.03%
9,222 $3.98 Million
Q4 2023

Feb 06, 2024

BUY
$340.51 - $429.01 $270,024 - $340,204
793 Added 11.72%
7,557 $3.24 Million
Q3 2023

Nov 02, 2023

BUY
$341.03 - $380.37 $284,077 - $316,848
833 Added 14.04%
6,764 $2.55 Million
Q2 2023

Aug 11, 2023

BUY
$301.84 - $381.47 $1.79 Million - $2.26 Million
5,931 New
5,931 $2.26 Million
Q2 2022

Aug 02, 2022

SELL
$226.94 - $305.52 $1.29 Million - $1.74 Million
-5,680 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$256.28 - $311.32 $716,815 - $870,762
2,797 Added 97.02%
5,680 $1.73 Million
Q4 2021

Feb 14, 2022

BUY
$267.37 - $315.96 $770,827 - $910,912
2,883 New
2,883 $903,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16B
  • 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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