A detailed history of Lpl Financial LLC transactions in Watsco Inc stock. As of the latest transaction made, Lpl Financial LLC holds 22,659 shares of WSO stock, worth $12.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,659
Previous 19,662 15.24%
Holding current value
$12.5 Million
Previous $9.11 Million 22.36%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$448.73 - $519.89 $1.34 Million - $1.56 Million
2,997 Added 15.24%
22,659 $11.1 Million
Q2 2024

Aug 07, 2024

BUY
$396.92 - $491.01 $562,435 - $695,761
1,417 Added 7.77%
19,662 $9.11 Million
Q1 2024

May 10, 2024

BUY
$377.91 - $439.5 $1.29 Million - $1.5 Million
3,413 Added 23.01%
18,245 $7.88 Million
Q4 2023

Feb 14, 2024

SELL
$340.51 - $429.01 $5,448 - $6,864
-16 Reduced 0.11%
14,832 $6.36 Million
Q3 2023

Nov 13, 2023

BUY
$341.03 - $380.37 $474,031 - $528,714
1,390 Added 10.33%
14,848 $5.61 Million
Q2 2023

Jul 31, 2023

BUY
$301.84 - $381.47 $93,872 - $118,637
311 Added 2.37%
13,458 $5.13 Million
Q1 2023

May 10, 2023

BUY
$255.52 - $324.1 $580,796 - $736,679
2,273 Added 20.9%
13,147 $4.18 Million
Q4 2022

Feb 07, 2023

BUY
$238.59 - $283.23 $246,463 - $292,576
1,033 Added 10.5%
10,874 $2.71 Million
Q3 2022

Nov 14, 2022

BUY
$240.98 - $305.03 $231,340 - $292,828
960 Added 10.81%
9,841 $2.53 Million
Q2 2022

Aug 12, 2022

BUY
$226.94 - $305.52 $350,849 - $472,333
1,546 Added 21.08%
8,881 $2.12 Million
Q1 2022

May 16, 2022

BUY
$256.28 - $311.32 $198,873 - $241,584
776 Added 11.83%
7,335 $2.24 Million
Q4 2021

Feb 14, 2022

BUY
$267.37 - $315.96 $171,116 - $202,214
640 Added 10.81%
6,559 $2.05 Million
Q3 2021

Nov 15, 2021

BUY
$264.62 - $295.47 $115,109 - $128,529
435 Added 7.93%
5,919 $1.57 Million
Q2 2021

Aug 13, 2021

SELL
$267.22 - $305.43 $60,124 - $68,721
-225 Reduced 3.94%
5,484 $1.57 Million
Q1 2021

May 14, 2021

BUY
$225.54 - $260.75 $158,780 - $183,568
704 Added 14.07%
5,709 $1.49 Million
Q4 2020

Feb 12, 2021

BUY
$217.96 - $242.04 $55,361 - $61,478
254 Added 5.35%
5,005 $1.13 Million
Q3 2020

Nov 09, 2020

BUY
$177.97 - $248.65 $3,737 - $5,221
21 Added 0.44%
4,751 $1.11 Million
Q2 2020

Aug 13, 2020

SELL
$145.45 - $181.56 $49,598 - $61,911
-341 Reduced 6.72%
4,730 $841,000
Q1 2020

May 14, 2020

BUY
$138.42 - $182.86 $51,215 - $67,658
370 Added 7.87%
5,071 $801,000
Q4 2019

Feb 14, 2020

BUY
$160.28 - $181.94 $411,438 - $467,039
2,567 Added 120.29%
4,701 $847,000
Q3 2019

Nov 13, 2019

BUY
$154.03 - $169.88 $49,905 - $55,041
324 Added 17.9%
2,134 $361,000
Q2 2019

Aug 09, 2019

BUY
$142.5 - $167.72 $257,925 - $303,573
1,810 New
1,810 $296,000
Q3 2018

Nov 14, 2018

SELL
$166.0 - $185.73 $372,836 - $417,149
-2,246 Closed
0 $0
Q2 2018

Aug 14, 2018

SELL
$166.89 - $191.35 $2,503 - $2,870
-15 Reduced 0.66%
2,246 $400,000
Q1 2018

May 15, 2018

BUY
$164.25 - $182.14 $35,478 - $39,342
216 Added 10.56%
2,261 $409,000
Q4 2017

Feb 14, 2018

BUY
$159.3 - $171.38 $4,938 - $5,312
31 Added 1.54%
2,045 $348,000
Q3 2017

Nov 14, 2017

BUY
$142.3 - $161.07 $39,701 - $44,938
279 Added 16.08%
2,014 $324,000
Q2 2017

Aug 14, 2017

BUY
N/A
1,735
1,735 $268,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $18.3B
  • 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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.