A detailed history of Portside Wealth Group, LLC transactions in Watsco Inc stock. As of the latest transaction made, Portside Wealth Group, LLC holds 2,821 shares of WSO stock, worth $1.34 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,821
Previous 2,933 3.82%
Holding current value
$1.34 Million
Previous $1.27 Billion 3.13%
% of portfolio
0.25%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$396.92 - $491.01 $44,455 - $54,993
-112 Reduced 3.82%
2,821 $1.31 Billion
Q1 2024

Apr 17, 2024

SELL
$377.91 - $439.5 $23,808 - $27,688
-63 Reduced 2.1%
2,933 $1.27 Billion
Q4 2023

Jan 16, 2024

SELL
$340.51 - $429.01 $117,816 - $148,437
-346 Reduced 10.35%
2,996 $1.28 Billion
Q3 2023

Oct 27, 2023

BUY
$341.03 - $380.37 $21,484 - $23,963
63 Added 1.92%
3,342 $1.27 Billion
Q2 2023

Sep 01, 2023

SELL
$301.84 - $381.47 $34.6 Million - $43.8 Million
-114,765 Reduced 97.22%
3,279 $1.25 Billion
Q2 2023

Aug 01, 2023

BUY
$301.84 - $381.47 $35.6 Million - $45 Million
118,044 New
118,044 $45 Million

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $15.8B
  • 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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