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
Jack Alexander Earp@Donoghue Forlines Llc
Recent Activity
Exited
0%
$693,551
1,410 shares@ 491.89 avg price
TABITHA LETOURNEAU MEYERER@Fiduciary Family Office, Llc
Recent Activity
Exited
0%
$300,539
611 shares@ 491.89 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Exited
0%
$239,404
494 shares@ 484.63 avg price
Brittany Zorn@Godsey & Gibb, Inc
Recent Activity
Exited
0%
$11,806
24 shares@ 491.92 avg price
Tina Armada-Eynard@Aspire Private Capital, Llc
Recent Activity
Exited
0%
$8,854
18 shares@ 491.89 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Exited
0%
$1,968
4 shares@ 492.0 avg price