Forum Financial Management, LP Watsco Inc Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Watsco Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 885 shares of WSO stock, worth $322,467. This represents 0.01% of its overall portfolio holdings.
Number of Shares
885
Previous 492
79.88%
Holding current value
$322,467
Previous $217,000
64.52%
% of portfolio
0.01%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding WSO
# of Institutions
887Shares Held
32.8MCall Options Held
63KPut Options Held
44.1K-
Black Rock Inc. New York, NY3.76MShares$1.37 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.3 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.53MShares$558 Million1.7% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.49MShares$541 Million0.12% of portfolio
-
State Street Corp Boston, MA1.22MShares$445 Million0.02% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $12.1B
- 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 ...