Heritage Wealth Advisors Watsco Inc Transaction History

Heritage Wealth Advisors

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Dec 12, 2024	BUY	$301.84 - $381.47 $136,733 - $172,805	453 New	453 $172,000
Q1 2023 May 04, 2023	SELL	$255.52 - $324.1 $48,548 - $61,579	-190 Reduced 29.55%	453 $144,000
Q3 2022 Dec 12, 2024	BUY	$240.98 - $305.03 $154,950 - $196,134	643 New	643 $165,000
Q2 2020 Jul 17, 2020	SELL	$145.45 - $181.56 $651,179 - $812,844	-4,477 Reduced 87.44%	643 $114,000
Q2 2020 Jul 17, 2020	BUY	$145.45 - $181.56 $651,179 - $812,844	4,477 Added 696.27%	5,120 $114,000
Q1 2020 May 05, 2020	SELL	$138.42 - $182.86 $276 - $365	-2 Reduced 0.31%	643 $101,000
Q4 2019 Feb 04, 2020	BUY	$160.28 - $181.94 $61,226 - $69,501	382 Added 145.25%	645 $116,000
Q2 2019 Aug 05, 2019	BUY	$142.5 - $167.72 $33,202 - $39,078	233 Added 776.67%	263 $0
Q3 2018 Nov 14, 2018	BUY	$166.0 - $185.73 $4,980 - $5,571	30 New	30 $5,000

864

31.9M

92.1K

143K

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 ...

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