Heritage Family Offices, LLP Watsco Inc Transaction History
Heritage Family Offices, LLP
- $196 Billion
- Q1 2025
A detailed history of Heritage Family Offices, LLP transactions in Watsco Inc stock. As of the latest transaction made, Heritage Family Offices, LLP holds 1,086 shares of WSO stock, worth $480,837. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,086
Previous 898
20.94%
Holding current value
$480,837
Previous $425 Million
29.74%
% of portfolio
0.28%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding WSO
# of Institutions
913Shares Held
33.2MCall Options Held
88.7KPut Options Held
29.6K-
Black Rock Inc. New York, NY3.76MShares$1.67 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.58 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.56MShares$690 Million2.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.45MShares$644 Million0.14% of portfolio
-
State Street Corp Boston, MA1.24MShares$548 Million0.03% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $14.7B
- 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 ...