WSO

Watsco Inc

Latest period2024 - Q4Total superinvestors102

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 102 superinvestors own shares of Watsco Inc (WSO), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Watsco Inc (WSO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Watsco Inc (WSO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Watsco Inc (WSO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
New Position
0.03%
$10.446M
22,044 shares@ 473.88 avg price
Jesper Bonnivier@Avanza Fonder Ab
Recent Activity
New Position
0.06%
$1.854M
3,913 shares@ 473.9 avg price
Kendra Means@Verity & Verity, Llc
Recent Activity
New Position
0.06%
$643,816
1,359 shares@ 473.75 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
New Position
0.03%
$445,000
940 shares@ 473.41 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
New Position
0.01%
$358,735
757 shares@ 473.9 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.15%
$148,328
313 shares@ 473.9 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
New Position
0.01%
$13,743
29 shares@ 473.9 avg price
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
New Position
0.01%
$3,393
7 shares@ 484.72 avg price
Raymond Eddings@Missouri Trust & Investment Co
Recent Activity
New Position
0.01%
$2,369
5 shares@ 473.8 avg price