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
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 879.79%
0.02%
$436,453
921 shares@ 473.9 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 15.39%
0.02%
$419,828
855 shares@ 491.03 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Increased 15.6%
0.03%
$383,004
808 shares@ 474.02 avg price
Michael DeRosa@My Legacy Advisors, Llc
Recent Activity
Increased 3.16%
0.13%
$329,080
687 shares@ 479.02 avg price
Matthew Wilkins@Fulcrum Capital Llc
Recent Activity
Increased 8.41%
0.07%
$317,980
671 shares@ 473.89 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 8.76%
0.03%
$253,057
534 shares@ 473.89 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 2.92%
0.02%
$200,455
423 shares@ 473.89 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Increased 30.44%
0.01%
$71,150
150 shares@ 474.34 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
Increased 16.33%
0.02%
$53,696
114 shares@ 471.02 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Increased 1.13%
0.03%
$42,431
90 shares@ 471.46 avg price