A detailed history of Independent Advisor Alliance transactions in Watsco Inc stock. As of the latest transaction made, Independent Advisor Alliance holds 528 shares of WSO stock, worth $245,424. This represents 0.01% of its overall portfolio holdings.

Number of Shares
528
Previous 465 13.55%
Holding current value
$245,424
Previous $220,000 21.82%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025

BUY
$463.86 - $530.75 $29,223 - $33,437
63 Added 13.55%
528 $268,000
Q4 2024

Feb 07, 2025

BUY
$466.57 - $568.78 $216,955 - $264,482
465 New
465 $220,000
Q3 2023

Oct 24, 2023

BUY
$341.03 - $380.37 $171,197 - $190,945
502 Added 38.29%
1,813 $684,000
Q2 2023

Jul 28, 2023

BUY
$301.84 - $381.47 $395,712 - $500,107
1,311 New
1,311 $500,000

Others Institutions Holding WSO

About WATSCO INC


  • 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 ...
More about WSO
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