A detailed history of Perfromance Wealth Partners, LLC transactions in Watsco Inc stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,431 shares of WSO stock, worth $698,170. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,431
Previous 1,330 7.59%
Holding current value
$698,170
Previous $616,000 14.12%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 10, 2024

BUY
$448.73 - $519.89 $45,321 - $52,508
101 Added 7.59%
1,431 $703,000
Q1 2024

Apr 30, 2024

BUY
$377.91 - $439.5 $1,889 - $2,197
5 Added 0.38%
1,330 $574,000
Q4 2023

Jan 22, 2024

SELL
$340.51 - $429.01 $45,968 - $57,916
-135 Reduced 9.25%
1,325 $567,000
Q2 2023

Jul 13, 2023

SELL
$301.84 - $381.47 $1,509 - $1,907
-5 Reduced 0.34%
1,460 $556,000
Q1 2023

Apr 20, 2023

BUY
$255.52 - $324.1 $374,336 - $474,806
1,465 New
1,465 $466,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.2B
  • 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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