A detailed history of New Edge Wealth, LLC transactions in Watsco Inc stock. As of the latest transaction made, New Edge Wealth, LLC holds 11,468 shares of WSO stock, worth $5.83 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,468
Previous 10,698 7.2%
Holding current value
$5.83 Million
Previous $4.96 Million 13.82%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 12, 2024

BUY
$448.73 - $519.89 $345,522 - $400,315
770 Added 7.2%
11,468 $5.64 Million
Q2 2024

Aug 01, 2024

SELL
$396.92 - $491.01 $19,052 - $23,568
-48 Reduced 0.45%
10,698 $4.96 Million
Q1 2024

May 06, 2024

BUY
$377.91 - $439.5 $395,293 - $459,717
1,046 Added 10.78%
10,746 $4.64 Million
Q4 2023

Jan 29, 2024

BUY
$340.51 - $429.01 $106,579 - $134,280
313 Added 3.33%
9,700 $4.16 Million
Q3 2023

Nov 08, 2023

BUY
$341.03 - $380.37 $235,310 - $262,455
690 Added 7.93%
9,387 $3.55 Million
Q2 2023

Aug 09, 2023

BUY
$301.84 - $381.47 $47,690 - $60,272
158 Added 1.85%
8,697 $3.32 Million
Q1 2023

May 08, 2023

BUY
$255.52 - $324.1 $206,460 - $261,872
808 Added 10.45%
8,539 $2.72 Million
Q4 2022

Feb 14, 2023

SELL
$238.59 - $283.23 $7,157 - $8,496
-30 Reduced 0.39%
7,731 $1.93 Million
Q3 2022

Nov 14, 2022

BUY
$240.98 - $305.03 $66,751 - $84,493
277 Added 3.7%
7,761 $2 Million
Q2 2022

Aug 09, 2022

BUY
$226.94 - $305.52 $1.7 Million - $2.29 Million
7,484 New
7,484 $1.79 Million

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.9B
  • 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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