A detailed history of Northern Oak Wealth Management Inc transactions in Watsco Inc stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 495 shares of WSO stock, worth $232,056. This represents 0.03% of its overall portfolio holdings.

Number of Shares
495
Previous 611 18.99%
Holding current value
$232,056
Previous $283,000 14.13%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 30, 2024

SELL
$448.73 - $519.89 $52,052 - $60,307
-116 Reduced 18.99%
495 $243,000
Q2 2024

Jul 26, 2024

BUY
$396.92 - $491.01 $40,088 - $49,592
101 Added 19.8%
611 $283,000
Q1 2024

May 01, 2024

SELL
$377.91 - $439.5 $3.5 Million - $4.07 Million
-9,254 Reduced 94.78%
510 $220,000
Q4 2023

Jan 11, 2024

SELL
$340.51 - $429.01 $161,061 - $202,921
-473 Reduced 4.62%
9,764 $4.18 Million
Q3 2023

Oct 24, 2023

SELL
$341.03 - $380.37 $957,612 - $1.07 Million
-2,808 Reduced 21.53%
10,237 $3.87 Million
Q2 2023

Jul 31, 2023

BUY
$301.84 - $381.47 $601,265 - $759,888
1,992 Added 18.02%
13,045 $4.98 Million
Q1 2023

May 09, 2023

BUY
$255.52 - $324.1 $2.82 Million - $3.58 Million
11,053 New
11,053 $3.52 Million
Q2 2022

Aug 16, 2022

BUY
$226.94 - $305.52 $2,042 - $2,749
9 New
9 $2,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $15.6B
  • 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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