A detailed history of Principal Securities, Inc. transactions in Watsco Inc stock. As of the latest transaction made, Principal Securities, Inc. holds 349 shares of WSO stock, worth $169,031. This represents 0.0% of its overall portfolio holdings.

Number of Shares
349
Previous 310 12.58%
Holding current value
$169,031
Previous $144 Million 19.54%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

BUY
$448.73 - $519.89 $17,500 - $20,275
39 Added 12.58%
349 $172 Million
Q2 2024

Jul 31, 2024

SELL
$396.92 - $491.01 $20,639 - $25,532
-52 Reduced 14.36%
310 $144 Million
Q1 2024

May 10, 2024

BUY
$377.91 - $439.5 $3,023 - $3,516
8 Added 2.26%
362 $156 Million
Q4 2023

Feb 07, 2024

BUY
$340.51 - $429.01 $120,540 - $151,869
354 New
354 $152 Million

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.1B
  • 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
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.