A detailed history of Systm Wealth Solutions LLC transactions in Watsco Inc stock. As of the latest transaction made, Systm Wealth Solutions LLC holds 7,734 shares of WSO stock, worth $3.72 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
7,734
Previous 6,928 11.63%
Holding current value
$3.72 Million
Previous $2.97 Billion 12.54%
% of portfolio
0.42%
Previous 0.41%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 26, 2024

BUY
$377.91 - $439.5 $304,595 - $354,237
806 Added 11.63%
7,734 $3.34 Billion
Q4 2023

Feb 14, 2024

SELL
$340.51 - $429.01 $283,304 - $356,936
-832 Reduced 10.72%
6,928 $2.97 Billion
Q3 2023

Nov 14, 2023

BUY
$341.03 - $380.37 $320,909 - $357,928
941 Added 13.8%
7,760 $2.93 Billion
Q2 2023

Aug 14, 2023

SELL
$301.84 - $381.47 $71,536 - $90,408
-237 Reduced 3.36%
6,819 $2.6 Billion
Q1 2023

May 12, 2023

BUY
$255.52 - $324.1 $259,863 - $329,609
1,017 Added 16.84%
7,056 $2.24 Billion
Q4 2022

Feb 10, 2023

BUY
$238.59 - $283.23 $1.44 Million - $1.71 Million
6,039 New
6,039 $1.51 Billion

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16B
  • 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
Track This Portfolio

Track Systm Wealth Solutions LLC Portfolio

Follow Systm Wealth Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Systm Wealth Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Systm Wealth Solutions LLC with notifications on news.