A detailed history of Hb Wealth Management, LLC transactions in Watsco Inc stock. As of the latest transaction made, Hb Wealth Management, LLC holds 1,510 shares of WSO stock, worth $555,695. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,510
Previous 1,566 3.58%
Holding current value
$555,695
Previous $691,000 11.72%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

SELL
$381.94 - $489.97 $21,388 - $27,438
-56 Reduced 3.58%
1,510 $610,000
Q2 2025

Jul 17, 2025

BUY
$421.84 - $520.66 $95,757 - $118,189
227 Added 16.95%
1,566 $691,000
Q1 2025

May 07, 2025

BUY
$463.86 - $530.75 $269,966 - $308,896
582 Added 76.88%
1,339 $680,000
Q4 2024

Jan 15, 2025

BUY
$466.57 - $568.78 $353,193 - $430,566
757 New
757 $358,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $12.2B
  • 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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