A detailed history of Mutual Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Mutual Advisors, LLC holds 855 shares of WSO stock, worth $431,757. This represents 0.01% of its overall portfolio holdings.

Number of Shares
855
Previous 741 15.38%
Holding current value
$431,757
Previous $364,000 11.26%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$466.57 - $568.78 $53,188 - $64,840
114 Added 15.38%
855 $405,000
Q3 2024

Oct 25, 2024

BUY
$448.73 - $519.89 $28,269 - $32,753
63 Added 9.29%
741 $364,000
Q2 2024

Jul 30, 2024

SELL
$396.92 - $491.01 $1,984 - $2,455
-5 Reduced 0.73%
678 $314,000
Q1 2024

May 02, 2024

SELL
$377.91 - $439.5 $95,233 - $110,754
-252 Reduced 26.95%
683 $295,000
Q4 2023

Jan 12, 2024

BUY
$340.51 - $429.01 $81,722 - $102,962
240 Added 34.53%
935 $400,000
Q3 2023

Nov 13, 2023

BUY
$341.03 - $380.37 $237,015 - $264,357
695 New
695 $262,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.8B
  • 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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