A detailed history of Vision Point Advisory Group, LLC transactions in Watsco Inc stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 83 shares of WSO stock, worth $38,448. This represents 0.01% of its overall portfolio holdings.

Number of Shares
83
Previous 57 45.61%
Holding current value
$38,448
Previous $24,000 45.83%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 10, 2024

BUY
$377.91 - $439.5 $9,825 - $11,427
26 Added 45.61%
83 $35,000
Q4 2023

Feb 07, 2024

BUY
$340.51 - $429.01 $16,344 - $20,592
48 Added 533.33%
57 $24,000
Q3 2023

Dec 06, 2023

SELL
$341.03 - $380.37 $392,866 - $438,186
-1,152 Reduced 99.22%
9 $3,000
Q2 2023

Aug 21, 2023

SELL
$301.84 - $381.47 $95,079 - $120,163
-315 Reduced 21.34%
1,161 $442,000
Q1 2023

May 15, 2023

SELL
$255.52 - $324.1 $156,633 - $198,673
-613 Reduced 29.34%
1,476 $469,000
Q4 2022

Feb 14, 2023

SELL
$238.59 - $283.23 $119,295 - $141,615
-500 Reduced 19.31%
2,089 $521,000
Q3 2022

Nov 17, 2022

BUY
$240.98 - $305.03 $36,628 - $46,364
152 Added 6.24%
2,589 $667,000
Q2 2022

Aug 12, 2022

BUY
$226.94 - $305.52 $553,052 - $744,552
2,437 New
2,437 $714,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $15.4B
  • 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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