A detailed history of River Wealth Advisors LLC transactions in Watsco Inc stock. As of the latest transaction made, River Wealth Advisors LLC holds 500 shares of WSO stock, worth $236,695. This represents 0.03% of its overall portfolio holdings.

Number of Shares
500
Previous 492 1.63%
Holding current value
$236,695
Previous $227,000 7.93%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$448.73 - $519.89 $3,589 - $4,159
8 Added 1.63%
500 $245,000
Q2 2024

Aug 13, 2024

SELL
$396.92 - $491.01 $21,830 - $27,005
-55 Reduced 10.05%
492 $227,000
Q1 2024

May 14, 2024

SELL
$377.91 - $439.5 $9,069 - $10,548
-24 Reduced 4.2%
547 $236,000
Q4 2023

Feb 13, 2024

SELL
$340.51 - $429.01 $7,831 - $9,867
-23 Reduced 3.87%
571 $244,000
Q3 2023

Nov 13, 2023

SELL
$341.03 - $380.37 $2,046 - $2,282
-6 Reduced 1.0%
594 $224,000
Q2 2023

Aug 09, 2023

SELL
$301.84 - $381.47 $14,186 - $17,929
-47 Reduced 7.26%
600 $228,000
Q1 2023

May 11, 2023

BUY
$255.52 - $324.1 $165,321 - $209,692
647 New
647 $205,000
Q1 2022

May 09, 2022

SELL
$256.28 - $311.32 $167,350 - $203,291
-653 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$267.37 - $315.96 $174,592 - $206,321
653 New
653 $204,000
Q1 2019

May 07, 2019

SELL
$137.24 - $152.99 $4,254 - $4,742
-31 Closed
0 $0
Q4 2018

Jan 25, 2019

SELL
$132.59 - $176.4 $3,977 - $5,292
-30 Reduced 49.18%
31 $4,000
Q3 2018

Nov 09, 2018

BUY
$166.0 - $185.73 $4,316 - $4,828
26 Added 74.29%
61 $11,000
Q2 2018

Aug 13, 2018

BUY
$166.89 - $191.35 $5,841 - $6,697
35 New
35 $6,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $15.7B
  • 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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