A detailed history of Taylor Hoffman Wealth Management transactions in Watsco Inc stock. As of the latest transaction made, Taylor Hoffman Wealth Management holds 724 shares of WSO stock, worth $350,654. This represents 0.14% of its overall portfolio holdings.

Number of Shares
724
Previous 724 -0.0%
Holding current value
$350,654
Previous $312,000 7.37%
% of portfolio
0.14%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 11, 2023

BUY
$255.52 - $324.1 $184,996 - $234,648
724 New
724 $230,000
Q2 2022

Aug 12, 2022

SELL
$226.94 - $305.52 $165,439 - $222,724
-729 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$267.37 - $315.96 $194,912 - $230,334
729 New
729 $228,000
Q3 2021

Nov 12, 2021

SELL
$264.62 - $295.47 $192,907 - $215,397
-729 Closed
0 $0
Q2 2021

Aug 06, 2021

BUY
$267.22 - $305.43 $194,803 - $222,658
729 New
729 $209,000
Q3 2020

Oct 29, 2020

SELL
$177.97 - $248.65 $126,358 - $176,541
-710 Closed
0 $0
Q2 2020

Aug 11, 2020

BUY
$145.45 - $181.56 $103,269 - $128,907
710 New
710 $126,000
Q1 2020

May 12, 2020

SELL
$138.42 - $182.86 $98,278 - $129,830
-710 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$154.03 - $169.88 $36,351 - $40,091
236 Added 49.79%
710 $120,000
Q4 2018

Feb 01, 2019

BUY
$132.59 - $176.4 $62,847 - $83,613
474 New
474 $66,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $16.1B
  • 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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