A detailed history of Fulcrum Capital LLC transactions in Watsco Inc stock. As of the latest transaction made, Fulcrum Capital LLC holds 619 shares of WSO stock, worth $343,415. This represents 0.07% of its overall portfolio holdings.

Number of Shares
619
Previous 619 -0.0%
Holding current value
$343,415
Previous $286,000 6.29%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024

BUY
$340.51 - $429.01 $12,939 - $16,302
38 Added 6.54%
619 $265,000
Q3 2023

Oct 13, 2023

BUY
$341.03 - $380.37 $198,138 - $220,994
581 New
581 $219,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $18.4B
  • 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
Track This Portfolio

Track Fulcrum Capital LLC Portfolio

Follow Fulcrum Capital LLC 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 Fulcrum Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Capital LLC with notifications on news.