A detailed history of United Capital Financial Advisers, LLC transactions in Watsco Inc stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 446 shares of WSO stock, worth $216,011. This represents 0.0% of its overall portfolio holdings.

Number of Shares
446
Previous 442 0.9%
Holding current value
$216,011
Previous $204,000 7.35%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$448.73 - $519.89 $1,794 - $2,079
4 Added 0.9%
446 $219,000
Q2 2024

Aug 14, 2024

BUY
$396.92 - $491.01 $175,438 - $217,026
442 New
442 $204,000
Q2 2023

Aug 14, 2023

BUY
$301.84 - $381.47 $163,899 - $207,138
543 New
543 $207,000
Q3 2021

Nov 15, 2021

SELL
$264.62 - $295.47 $217,517 - $242,876
-822 Closed
0 $0
Q2 2021

Aug 13, 2021

BUY
$267.22 - $305.43 $219,654 - $251,063
822 New
822 $236,000

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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