A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Watsco Inc stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 4,393 shares of WSO stock, worth $2.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,393
Previous 4,991 11.98%
Holding current value
$2.18 Million
Previous $2.16 Million 5.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 16, 2024

SELL
$396.92 - $491.01 $237,358 - $293,623
-598 Reduced 11.98%
4,393 $2.04 Million
Q1 2024

May 06, 2024

BUY
$377.91 - $439.5 $62,355 - $72,517
165 Added 3.42%
4,991 $2.16 Million
Q4 2023

Feb 07, 2024

BUY
$340.51 - $429.01 $109,984 - $138,570
323 Added 7.17%
4,826 $2.07 Million
Q3 2023

Nov 13, 2023

BUY
$341.03 - $380.37 $1.54 Million - $1.71 Million
4,503 New
4,503 $1.7 Million

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.5B
  • 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 Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. 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 Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.