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
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -29.06%
0.08%
$1.695M
3,577 shares@ 473.9 avg price
Brant Kairies@Access Financial Services, Inc.
Recent Activity
Increased 0.44%
0.68%
$1.52M
3,207 shares@ 473.89 avg price
SUSAN C GAVINSKI@Chicago Trust Co Na
Recent Activity
Decreased -20.58%
0.27%
$1.479M
3,121 shares@ 473.89 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -7.24%
0.06%
$1.45M
3,060 shares@ 473.89 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Decreased -0.43%
0.09%
$1.395M
2,943 shares@ 473.97 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Decreased -1.34%
0.03%
$1.39M
2,934 shares@ 473.89 avg price
Staci Compagno@Portside Wealth Group, Llc
Recent Activity
Decreased -0.21%
0.24%
$1.387M
2,820 shares@ 491.71 avg price
Michael Boyle@American National Bank & Trust
Recent Activity
Decreased -0.25%
0.13%
$1.128M
2,380 shares@ 473.89 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -7.17%
0.03%
$1.104M
2,330 shares@ 473.82 avg price
William J Cox@Cox Capital Mgt Llc
Recent Activity
0.67%
$1.043M
2,200 shares@ 473.89 avg price