A detailed history of Venturi Wealth Management, LLC transactions in Watsco Inc stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 821 shares of WSO stock, worth $427,527. This represents 0.02% of its overall portfolio holdings.

Number of Shares
821
Previous 749 9.61%
Holding current value
$427,527
Previous $346,000 16.47%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2024

BUY
$448.73 - $519.89 $32,308 - $37,432
72 Added 9.61%
821 $403,000
Q2 2024

Jul 19, 2024

BUY
$396.92 - $491.01 $263,157 - $325,539
663 Added 770.93%
749 $346,000
Q1 2024

Apr 23, 2024

BUY
$377.91 - $439.5 $377 - $439
1 Added 1.18%
86 $37,000
Q2 2023

Jul 24, 2023

BUY
$301.84 - $381.47 $5,433 - $6,866
18 Added 26.87%
85 $32,000
Q1 2023

May 02, 2023

BUY
$255.52 - $324.1 $17,119 - $21,714
67 New
67 $21,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $17.3B
  • 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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