A detailed history of Lindenwold Advisors transactions in Watsco Inc stock. As of the latest transaction made, Lindenwold Advisors holds 2,530 shares of WSO stock, worth $1.35 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
2,530
Previous 2,481 1.98%
Holding current value
$1.35 Million
Previous $1.15 Million 8.27%
% of portfolio
0.63%
Previous 0.61%

Shares

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

Nov 07, 2024

BUY
$448.73 - $519.89 $21,987 - $25,474
49 Added 1.98%
2,530 $1.24 Million
Q2 2024

Aug 13, 2024

SELL
$396.92 - $491.01 $25,005 - $30,933
-63 Reduced 2.48%
2,481 $1.15 Million
Q1 2024

May 09, 2024

SELL
$377.91 - $439.5 $755 - $879
-2 Reduced 0.08%
2,544 $1.1 Million
Q4 2023

Feb 08, 2024

SELL
$340.51 - $429.01 $5,788 - $7,293
-17 Reduced 0.66%
2,546 $1.09 Million
Q3 2023

Oct 19, 2023

BUY
$341.03 - $380.37 $18,074 - $20,159
53 Added 2.11%
2,563 $968,000
Q2 2023

Aug 07, 2023

SELL
$301.84 - $381.47 $203,440 - $257,110
-674 Reduced 21.17%
2,510 $957,000
Q1 2023

May 05, 2023

BUY
$255.52 - $324.1 $2,810 - $3,565
11 Added 0.35%
3,184 $1.01 Million
Q4 2022

Feb 13, 2023

SELL
$238.59 - $283.23 $90,425 - $107,344
-379 Reduced 10.67%
3,173 $791,000
Q3 2022

Oct 28, 2022

BUY
$240.98 - $305.03 $3,614 - $4,575
15 Added 0.42%
3,552 $914,000
Q2 2022

Aug 05, 2022

BUY
$226.94 - $305.52 $9,758 - $13,137
43 Added 1.23%
3,537 $845,000
Q1 2022

May 09, 2022

BUY
$256.28 - $311.32 $46,130 - $56,037
180 Added 5.43%
3,494 $1.06 Million
Q4 2021

Feb 14, 2022

BUY
$267.37 - $315.96 $886,064 - $1.05 Million
3,314 New
3,314 $1.04 Million

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $17.7B
  • 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 ...
More about WSO
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