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 127,770 shares of WSO stock, worth $69.4 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
127,770
Previous 58,235 119.4%
Holding current value
$69.4 Million
Previous $27 Million 132.97%
% of portfolio
0.75%
Previous 0.34%

Shares

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

Nov 14, 2024

BUY
$448.73 - $519.89 $31.2 Million - $36.2 Million
69,535 Added 119.4%
127,770 $62.8 Million
Q2 2024

Aug 05, 2024

BUY
$396.92 - $491.01 $21.3 Million - $26.4 Million
53,756 Added 1200.18%
58,235 $27 Million
Q1 2024

May 07, 2024

BUY
$377.91 - $439.5 $776,227 - $902,733
2,054 Added 84.7%
4,479 $1.93 Million
Q4 2023

Feb 14, 2024

BUY
$340.51 - $429.01 $37,115 - $46,762
109 Added 4.71%
2,425 $1.04 Million
Q3 2023

Nov 14, 2023

BUY
$341.03 - $380.37 $375,132 - $418,407
1,100 Added 90.46%
2,316 $874,000
Q2 2023

Aug 14, 2023

BUY
$301.84 - $381.47 $60,367 - $76,294
200 Added 19.69%
1,216 $463,000
Q1 2023

May 15, 2023

BUY
$255.52 - $324.1 $259,608 - $329,285
1,016 New
1,016 $323,000

Others Institutions Holding WSO

About WATSCO INC


  • Ticker WSO
  • Exchange NYSE
  • Sector Industrials
  • Industry Industrial Distribution
  • Shares Outstandng 33,206,900
  • Market Cap $18B
  • 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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