Ifp Advisors, Inc Watsco Inc Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Watsco Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 589 shares of WSO stock, worth $279,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares

589

Previous 762 22.7%

Holding current value

$279,292

Previous $329,000 17.33%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$396.92 - $491.01 $68,667 - $84,944	-173 Reduced 22.7%	589 $272,000
Q1 2024 Jul 30, 2024	SELL	$377.91 - $439.5 $68,023 - $79,110	-180 Reduced 19.11%	762 $329,000
Q4 2023 Jan 09, 2024	SELL	$340.51 - $429.01 $138,587 - $174,607	-407 Reduced 30.17%	942 $403,000
Q3 2023 Oct 12, 2023	BUY	$341.03 - $380.37 $148,007 - $165,080	434 Added 47.43%	1,349 $509,000
Q2 2023 Aug 04, 2023	BUY	$301.84 - $381.47 $199,214 - $251,770	660 Added 258.82%	915 $349,000
Q1 2023 Apr 18, 2023	SELL	$255.52 - $324.1 $47,015 - $59,634	-184 Reduced 41.91%	255 $81,000
Q4 2022 Feb 07, 2023	BUY	$238.59 - $283.23 $26,483 - $31,438	111 Added 33.84%	439 $90,000
Q3 2022 Nov 08, 2022	BUY	$240.98 - $305.03 $3,132 - $3,965	13 Added 4.13%	328 $60,000
Q2 2022 Sep 06, 2022	BUY	$226.94 - $305.52 $71,486 - $96,238	315 New	315 $58,000
Q2 2022 Aug 12, 2022	SELL	$226.94 - $305.52 $71,486 - $96,238	-315 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$256.28 - $311.32 $2,306 - $2,801	-9 Reduced 2.78%	315 $95,000
Q1 2022 Aug 08, 2022	BUY	$256.28 - $311.32 $16,914 - $20,547	66 Added 25.58%	324 $98,000
Q4 2021 Jan 12, 2022	BUY	$267.37 - $315.96 $13,635 - $16,113	51 Added 24.64%	258 $82,000
Q3 2021 Oct 06, 2021	BUY	$264.62 - $295.47 $7,673 - $8,568	29 Added 16.29%	207 $55,000
Q4 2020 Jan 25, 2021	BUY	$217.96 - $242.04 $18,526 - $20,573	85 Added 91.4%	178 $40,000
Q3 2020 Oct 29, 2020	BUY	$177.97 - $248.65 $889 - $1,243	5 Added 5.68%	93 $22,000
Q2 2020 Aug 05, 2020	SELL	$145.45 - $181.56 $5,236 - $6,536	-36 Reduced 29.03%	88 $15,000
Q1 2020 May 12, 2020	BUY	$138.42 - $182.86 $9,135 - $12,068	66 Added 113.79%	124 $18,000
Q4 2019 Jan 17, 2020	BUY	$160.28 - $181.94 $1,121 - $1,273	7 Added 13.73%	58 $10,000
Q3 2019 Nov 07, 2019	BUY	$154.03 - $169.88 $2,156 - $2,378	14 Added 37.84%	51 $8,000
Q1 2019 May 15, 2019	BUY	$137.24 - $152.99 $1,235 - $1,376	9 Added 32.14%	37 $6,000
Q3 2018 Oct 25, 2018	SELL	$166.0 - $185.73 $7,470 - $8,357	-45 Reduced 61.64%	28 $0
Q2 2018 Aug 07, 2018	BUY	$166.89 - $191.35 $4,672 - $5,357	28 Added 62.22%	73 $0
Q4 2016 Jun 03, 2019	BUY	N/A	41 Added 1025.0%	45 $7,000
Q2 2016 Jun 03, 2019	SELL	N/A	-33 Reduced 89.19%	4 $1,000
Q1 2016 Jun 03, 2019	BUY	N/A	37	37 $6,000

Others Institutions Holding WSO

# of Institutions

817

Shares Held

32.8M

Call Options Held

88.3K

Put Options Held

77.7K

View Full List

About WATSCO INC

Ticker WSO
Exchange NYSE
Sector Industrials
Industry Industrial Distribution
Shares Outstandng 33,206,900
Market Cap $15.7B
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 ...

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