Svb Wealth LLC Watsco Inc Transaction History

Svb Wealth LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$377.91 - $439.5 $19,273 - $22,414	-51 Reduced 9.86%	466 $201,000
Q4 2023 Jan 30, 2024	SELL	$340.51 - $429.01 $19,749 - $24,882	-58 Reduced 10.09%	517 $221,000
Q3 2023 Oct 23, 2023	SELL	$341.03 - $380.37 $89,349 - $99,656	-262 Reduced 31.3%	575 $217,000
Q2 2023 Jul 24, 2023	SELL	$301.84 - $381.47 $23,845 - $30,136	-79 Reduced 8.62%	837 $319,000
Q1 2023 May 12, 2023	SELL	$255.52 - $324.1 $51,104 - $64,820	-200 Reduced 17.92%	916 $291,000
Q4 2022 Feb 10, 2023	SELL	$238.59 - $283.23 $55,352 - $65,709	-232 Reduced 17.21%	1,116 $278,000
Q3 2022 Nov 09, 2022	BUY	$240.98 - $305.03 $324,841 - $411,180	1,348 New	1,348 $347,000
Q1 2019 May 14, 2019	SELL	$137.24 - $152.99 $774,445 - $863,322	-5,643 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	$132.59 - $176.4 $100,635 - $133,887	-759 Reduced 11.86%	5,643 $785,000
Q3 2018 Nov 13, 2018	SELL	$166.0 - $185.73 $24,070 - $26,930	-145 Reduced 2.21%	6,402 $1.14 Million
Q2 2018 Aug 14, 2018	BUY	$166.89 - $191.35 $1.09 Million - $1.25 Million	6,547 New	6,547 $1.17 Million

858

31.4M

92.1K

143K

Ticker WSO
Exchange NYSE
Sector Industrials
Industry Industrial Distribution
Shares Outstandng 33,206,900
Market Cap $15.9B
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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