Williams Jones Wealth Management, Llc. Watsco Inc Transaction History
Williams Jones Wealth Management, Llc.
- $7.7 Billion
- Q1 2025
A detailed history of Williams Jones Wealth Management, Llc. transactions in Watsco Inc stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 146,406 shares of WSO stock, worth $62.9 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
146,406
Previous 144,435
1.36%
Holding current value
$62.9 Million
Previous $68.4 Million
8.73%
% of portfolio
0.97%
Previous 0.84%
Shares
9 transactions
Others Institutions Holding WSO
# of Institutions
912Shares Held
33.2MCall Options Held
88.7KPut Options Held
29.6K-
Black Rock Inc. New York, NY3.76MShares$1.62 Billion0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.57MShares$1.53 Billion0.03% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA1.56MShares$669 Million2.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.45MShares$625 Million0.14% of portfolio
-
State Street Corp Boston, MA1.24MShares$532 Million0.03% of portfolio
About WATSCO INC
- Ticker WSO
- Exchange NYSE
- Sector Industrials
- Industry Industrial Distribution
- Shares Outstandng 33,206,900
- Market Cap $14.3B
- 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 ...