A detailed history of Kestra Private Wealth Services, LLC transactions in Watsco Inc stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 973 shares of WSO stock, worth $506,680. This represents 0.01% of its overall portfolio holdings.

Number of Shares
973
Previous 1,000 2.7%
Holding current value
$506,680
Previous $463,000 3.24%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$448.73 - $519.89 $12,115 - $14,037
-27 Reduced 2.7%
973 $478,000
Q2 2024

Aug 12, 2024

BUY
$396.92 - $491.01 $32,547 - $40,262
82 Added 8.93%
1,000 $463,000
Q1 2024

May 02, 2024

BUY
$377.91 - $439.5 $80,494 - $93,613
213 Added 30.21%
918 $396,000
Q4 2023

Feb 05, 2024

BUY
$340.51 - $429.01 $240,059 - $302,452
705 New
705 $302,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $17.3B
  • 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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