A detailed history of Intercontinental Wealth Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 7,675 shares of WSO stock, worth $3.69 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
7,675
Previous 7,649 0.34%
Holding current value
$3.69 Million
Previous $2.43 Million 20.3%
% of portfolio
0.7%
Previous 0.63%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

BUY
$301.84 - $381.47 $7,847 - $9,918
26 Added 0.34%
7,675 $2.93 Million
Q1 2023

May 03, 2023

SELL
$255.52 - $324.1 $17,630 - $22,362
-69 Reduced 0.89%
7,649 $2.43 Million
Q4 2022

Feb 13, 2023

SELL
$238.59 - $283.23 $74,201 - $88,084
-311 Reduced 3.87%
7,718 $1.93 Million
Q3 2022

Nov 10, 2022

BUY
$240.98 - $305.03 $6,506 - $8,235
27 Added 0.34%
8,029 $2.07 Million
Q2 2022

Aug 05, 2022

BUY
$226.94 - $305.52 $308,184 - $414,896
1,358 Added 20.44%
8,002 $1.91 Million
Q1 2022

May 09, 2022

SELL
$256.28 - $311.32 $6,406 - $7,783
-25 Reduced 0.37%
6,644 $2.02 Million
Q4 2021

Feb 08, 2022

SELL
$267.37 - $315.96 $17,913 - $21,169
-67 Reduced 0.99%
6,669 $2.09 Million
Q3 2021

Nov 12, 2021

SELL
$264.62 - $295.47 $133,103 - $148,621
-503 Reduced 6.95%
6,736 $1.78 Million
Q2 2021

Aug 06, 2021

BUY
$267.22 - $305.43 $8,818 - $10,079
33 Added 0.46%
7,239 $2.08 Million
Q1 2021

May 14, 2021

BUY
$225.54 - $260.75 $26,388 - $30,507
117 Added 1.65%
7,206 $1.88 Million
Q4 2020

Feb 19, 2021

BUY
$217.96 - $242.04 $6,320 - $7,019
29 Added 0.41%
7,089 $1.61 Million
Q3 2020

Mar 10, 2021

BUY
$177.97 - $248.65 $1.26 Million - $1.76 Million
7,060 New
7,060 $1.64 Million
Q3 2020

Jan 19, 2021

SELL
$177.97 - $248.65 $1.25 Million - $1.74 Million
-7,004 Closed
0 $0
Q2 2020

Mar 10, 2021

BUY
$145.45 - $181.56 $1.02 Million - $1.27 Million
7,004 New
7,004 $1.25 Million
Q2 2020

Jan 19, 2021

SELL
$145.45 - $181.56 $837,501 - $1.05 Million
-5,758 Closed
0 $0
Q1 2020

Mar 10, 2021

BUY
$138.42 - $182.86 $797,022 - $1.05 Million
5,758 New
5,758 $910,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16B
  • 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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