A detailed history of Triad Investment Management transactions in Watsco Inc stock. As of the latest transaction made, Triad Investment Management holds 776 shares of WSO stock, worth $369,298. This represents 0.43% of its overall portfolio holdings.

Number of Shares
776
Previous 768 1.04%
Holding current value
$369,298
Previous $329,000 1.82%
% of portfolio
0.43%
Previous 0.46%

Shares

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

Apr 12, 2024

BUY
$377.91 - $439.5 $3,023 - $3,516
8 Added 1.04%
776 $335,000
Q4 2023

Jan 09, 2024

BUY
$340.51 - $429.01 $18,387 - $23,166
54 Added 7.56%
768 $329,000
Q1 2023

Jul 10, 2023

BUY
$255.52 - $324.1 $182,441 - $231,407
714 New
714 $227,000
Q2 2022

Jul 18, 2022

SELL
$226.94 - $305.52 $149,553 - $201,337
-659 Closed
0 $0
Q4 2021

Apr 27, 2022

BUY
$267.37 - $315.96 $176,196 - $208,217
659 New
659 $206,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $15.8B
  • 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
Track This Portfolio

Track Triad Investment Management Portfolio

Follow Triad Investment Management 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 Triad Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Triad Investment Management with notifications on news.