A detailed history of True Wealth Design, LLC transactions in Watsco Inc stock. As of the latest transaction made, True Wealth Design, LLC holds 3 shares of WSO stock, worth $1,348. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3
Previous 2 50.0%
Holding current value
$1,348
Previous $864,000 60.88%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$396.92 - $491.01 $396 - $491
1 Added 50.0%
3 $1.39 Million
Q1 2024

May 14, 2024

BUY
$377.91 - $439.5 $377 - $439
1 Added 100.0%
2 $864,000
Q4 2022

Feb 15, 2023

BUY
$238.59 - $283.23 $238 - $283
1 New
1 $249,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $14.9B
  • 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 ...
More about WSO
Track This Portfolio

Track True Wealth Design, LLC Portfolio

Follow True Wealth Design, 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.