Moneta Group Investment Advisors LLC Watsco Inc Transaction History

Moneta Group Investment Advisors LLC

  • $9.24 Billion
  • Q3 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Watsco Inc stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,186 shares of WSO stock, worth $574,415. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,186
Previous 1,215 2.39%
Holding current value
$574,415
Previous $562,000 3.74%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
SELL
$448.73 - $519.89 $13,013 - $15,076
-29 Reduced 2.39%
1,186 $583,000
Q2 2024

Aug 13, 2024
SELL
$396.92 - $491.01 $30,959 - $38,298
-78 Reduced 6.03%
1,215 $562,000
Q4 2023

Feb 15, 2024
BUY
$340.51 - $429.01 $11,236 - $14,157
33 Added 2.62%
1,293 $554,000
Q3 2023

Nov 15, 2023
SELL
$341.03 - $380.37 $14,323 - $15,975
-42 Reduced 3.23%
1,260 $475,000
Q2 2023

Aug 15, 2023
BUY
$301.84 - $381.47 $9,357 - $11,825
31 Added 2.44%
1,302 $496,000
Q1 2023

May 15, 2023
BUY
$255.52 - $324.1 $11,753 - $14,908
46 Added 3.76%
1,271 $404,000
Q4 2022

Feb 16, 2023
SELL
$238.59 - $283.23 $64,180 - $76,188
-269 Reduced 18.01%
1,225 $305,000
Q4 2022

Feb 16, 2023
SELL
$238.59 - $283.23 $356 Million - $423 Million
-1,492,556 Reduced 99.9%
1,494 $372,000
Q4 2022

Feb 15, 2023
BUY
$238.59 - $283.23 $356 Million - $423 Million
1,492,636 Added 105561.24%
1,494,050 $373 Million
Q3 2022

Nov 14, 2022
SELL
$240.98 - $305.03 $74,944 - $94,864
-311 Reduced 18.03%
1,414 $364,000
Q2 2022

Aug 15, 2022
BUY
$226.94 - $305.52 $58,550 - $78,824
258 Added 17.59%
1,725 $412,000
Q1 2022

May 11, 2022
SELL
$256.28 - $311.32 $9,738 - $11,830
-38 Reduced 2.52%
1,467 $447,000
Q4 2021

Feb 11, 2022
BUY
$267.37 - $315.96 $23,528 - $27,804
88 Added 6.21%
1,505 $471,000
Q3 2021

Nov 12, 2021
BUY
$264.62 - $295.47 $3,969 - $4,432
15 Added 1.07%
1,417 $375,000
Q2 2021

Aug 13, 2021
BUY
$267.22 - $305.43 $276,305 - $315,814
1,034 Added 280.98%
1,402 $402,000
Q2 2018

Aug 14, 2018
SELL
$166.89 - $191.35 $4,506 - $5,166
-27 Reduced 6.84%
368 $62,000
Q1 2018

May 14, 2018
SELL
$164.25 - $182.14 $206,133 - $228,585
-1,255 Reduced 76.06%
395 $71,000
Q3 2017

Nov 13, 2017
BUY
$142.3 - $161.07 $234,795 - $265,765
1,650
1,650 $266,000

Others Institutions Holding WSO

# of Institutions
844
Shares Held
31.7M
Call Options Held
92.1K
Put Options Held
139K
View Full List

About WATSCO INC

WSO Quotes by TradingView
  • 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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