A detailed history of Simon Quick Advisors, LLC transactions in Watsco Inc stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 1,004 shares of WSO stock, worth $416,559. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,004
Previous 900 11.56%
Holding current value
$416,559
Previous $457,000 3.06%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$421.84 - $520.66 $43,871 - $54,148
104 Added 11.56%
1,004 $443,000
Q1 2025

Apr 15, 2025

BUY
$463.86 - $530.75 $42,675 - $48,829
92 Added 11.39%
900 $457,000
Q4 2024

Jan 17, 2025

BUY
$466.57 - $568.78 $50,856 - $61,997
109 Added 15.59%
808 $382,000
Q3 2024

Oct 15, 2024

BUY
$448.73 - $519.89 $6,282 - $7,278
14 Added 2.04%
699 $343,000
Q2 2024

Aug 02, 2024

BUY
$396.92 - $491.01 $24,212 - $29,951
61 Added 9.78%
685 $317,000
Q1 2024

Apr 19, 2024

BUY
$377.91 - $439.5 $23,430 - $27,249
62 Added 11.03%
624 $269,000
Q4 2023

Jan 16, 2024

SELL
$340.51 - $429.01 $2,724 - $3,432
-8 Reduced 1.4%
562 $240,000
Q3 2023

Oct 24, 2023

BUY
$341.03 - $380.37 $194,387 - $216,810
570 New
570 $215,000
Q4 2020

Jan 27, 2021

SELL
$217.96 - $242.04 $1,961 - $2,178
-9 Closed
0 $0
Q3 2020

Oct 26, 2020

BUY
$177.97 - $248.65 $1,601 - $2,237
9 New
9 $2,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $13.8B
  • 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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