Schechter Investment Advisors, LLC Watsco Inc Transaction History

Schechter Investment Advisors, LLC

$853 Million
Q1 2025

A detailed history of Schechter Investment Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 2,899 shares of WSO stock, worth $1.04 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

2,899

Previous 3,593 19.32%

Holding current value

$1.04 Million

Previous $1.7 Million 13.45%

% of portfolio

0.17%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$463.86 - $530.75 $321,918 - $368,340	-694 Reduced 19.32%	2,899 $1.47 Million
Q4 2024 Feb 06, 2025	SELL	$466.57 - $568.78 $34,059 - $41,520	-73 Reduced 1.99%	3,593 $1.7 Million
Q3 2024 Nov 12, 2024	SELL	$448.73 - $519.89 $321,290 - $372,241	-716 Reduced 16.34%	3,666 $1.8 Million
Q2 2024 Aug 12, 2024	SELL	$396.92 - $491.01 $263,554 - $326,030	-664 Reduced 13.16%	4,382 $2.03 Million
Q1 2024 May 06, 2024	BUY	$377.91 - $439.5 $174,594 - $203,049	462 Added 10.08%	5,046 $2.18 Million
Q4 2023 Jan 17, 2024	SELL	$340.51 - $429.01 $387,159 - $487,784	-1,137 Reduced 19.87%	4,584 $1.96 Million
Q3 2023 Nov 06, 2023	SELL	$341.03 - $380.37 $4,433 - $4,944	-13 Reduced 0.23%	5,721 $2.16 Million
Q2 2023 Jul 26, 2023	BUY	$301.84 - $381.47 $81,194 - $102,615	269 Added 4.92%	5,734 $2.19 Million
Q1 2023 Apr 28, 2023	BUY	$255.52 - $324.1 $48,548 - $61,579	190 Added 3.6%	5,465 $1.74 Million
Q4 2022 Feb 13, 2023	SELL	$238.59 - $283.23 $108,319 - $128,586	-454 Reduced 7.92%	5,275 $1.32 Million
Q3 2022 Nov 04, 2022	BUY	$240.98 - $305.03 $203,387 - $257,445	844 Added 17.28%	5,729 $1.48 Million
Q2 2022 Nov 03, 2022	BUY	$226.94 - $305.52 $1.11 Million - $1.49 Million	4,885 New	4,885 $1.17 Million
Q1 2022 Nov 18, 2022	SELL	$256.28 - $311.32 $213,737 - $259,640	-834 Reduced 14.56%	4,895 $1.49 Million
Q4 2021 Dec 27, 2022	SELL	$267.37 - $315.96 $221,382 - $261,614	-828 Reduced 14.45%	4,901 $1.53 Million

Others Institutions Holding WSO

# of Institutions

884

Shares Held

32.8M

Call Options Held

63K

Put Options Held

44.1K

View Full List

About WATSCO INC

Ticker WSO
Exchange NYSE
Sector Industrials
Industry Industrial Distribution
Shares Outstandng 33,206,900
Market Cap $11.9B
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 ...

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Schechter Investment Advisors, LLC Watsco Inc Transaction History