A detailed history of Ever Source Wealth Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,109 shares of WSO stock, worth $1.91 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,109
Previous 3,709 10.78%
Holding current value
$1.91 Million
Previous $1.72 Million 17.64%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Nov 08, 2024

BUY
$448.73 - $519.89 $179,492 - $207,956
400 Added 10.78%
4,109 $2.02 Million
Q2 2024

Aug 13, 2024

BUY
$396.92 - $491.01 $132,968 - $164,488
335 Added 9.93%
3,709 $1.72 Million
Q1 2024

Jun 11, 2024

BUY
$377.91 - $439.5 $917,187 - $1.07 Million
2,427 Added 256.28%
3,374 $1.46 Million
Q4 2023

Feb 09, 2024

BUY
$340.51 - $429.01 $1,021 - $1,287
3 Added 0.32%
947 $405,000
Q3 2023

Nov 03, 2023

SELL
$341.03 - $380.37 $8,525 - $9,509
-25 Reduced 2.58%
944 $356,000
Q2 2023

Aug 04, 2023

BUY
$301.84 - $381.47 $603 - $762
2 Added 0.21%
969 $369,000
Q1 2023

May 11, 2023

BUY
$255.52 - $324.1 $17,886 - $22,687
70 Added 7.8%
967 $307,000
Q4 2022

Feb 09, 2023

SELL
$238.59 - $283.23 $160,093 - $190,047
-671 Reduced 42.79%
897 $223,000
Q3 2022

Nov 07, 2022

SELL
$240.98 - $305.03 $87,716 - $111,030
-364 Reduced 18.84%
1,568 $405,000
Q2 2022

Aug 01, 2022

BUY
$226.94 - $305.52 $431,639 - $581,099
1,902 Added 6340.0%
1,932 $462,000
Q1 2022

May 25, 2022

BUY
$256.28 - $311.32 $7,688 - $9,339
30 New
30 $9,000

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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