A detailed history of Sound View Wealth Advisors Group, LLC transactions in Watsco Inc stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 902 shares of WSO stock, worth $469,707. This represents 0.04% of its overall portfolio holdings.

Number of Shares
902
Previous 899 0.33%
Holding current value
$469,707
Previous $416,000 6.49%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2024

BUY
$448.73 - $519.89 $1,346 - $1,559
3 Added 0.33%
902 $443,000
Q2 2024

Aug 05, 2024

SELL
$396.92 - $491.01 $12,701 - $15,712
-32 Reduced 3.44%
899 $416,000
Q1 2024

May 09, 2024

SELL
$377.91 - $439.5 $1,133 - $1,318
-3 Reduced 0.32%
931 $402,000
Q3 2023

Nov 07, 2023

BUY
$341.03 - $380.37 $20,461 - $22,822
60 Added 6.86%
934 $352,000
Q2 2023

Aug 08, 2023

BUY
$301.84 - $381.47 $1,811 - $2,288
6 Added 0.69%
874 $333,000
Q1 2023

May 12, 2023

BUY
$255.52 - $324.1 $221,791 - $281,318
868 New
868 $276,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $17.3B
  • 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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