A detailed history of Lumature Wealth Partners, LLC transactions in Watsco Inc stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 191 shares of WSO stock, worth $92,507. This represents 0.04% of its overall portfolio holdings.

Number of Shares
191
Previous 185 3.24%
Holding current value
$92,507
Previous $58,000 24.14%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 14, 2023

BUY
$301.84 - $381.47 $1,811 - $2,288
6 Added 3.24%
191 $72,000
Q4 2022

Feb 14, 2023

SELL
$238.59 - $283.23 $6,441 - $7,647
-27 Reduced 12.74%
185 $46,000
Q2 2022

Aug 10, 2022

SELL
$226.94 - $305.52 $12,027 - $16,192
-53 Reduced 20.0%
212 $51,000
Q1 2022

May 13, 2022

BUY
$256.28 - $311.32 $39,210 - $47,631
153 Added 136.61%
265 $81,000
Q4 2021

Feb 10, 2022

BUY
$267.37 - $315.96 $6,416 - $7,583
24 Added 27.27%
112 $35,000
Q3 2021

Oct 29, 2021

BUY
$264.62 - $295.47 $10,320 - $11,523
39 Added 79.59%
88 $23,000
Q2 2021

Aug 10, 2021

BUY
$267.22 - $305.43 $6,680 - $7,635
25 Added 104.17%
49 $14,000
Q1 2021

May 11, 2021

BUY
$225.54 - $260.75 $5,412 - $6,258
24 New
24 $6,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.1B
  • 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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