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
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Decreased -0.62%
0.11%
$907,026
1,914 shares@ 473.9 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Decreased -0.1%
0.24%
$862,967
1,821 shares@ 473.9 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Decreased -1.42%
0.01%
$755,000
1,594 shares@ 473.66 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -3.76%
0.06%
$686,963
1,481 shares@ 463.86 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Decreased -0.66%
0.14%
$493,793
1,042 shares@ 473.89 avg price
J. Bradley Zellar@Park National Corp Oh
Recent Activity
Decreased -8.92%
0.02%
$488,581
1,031 shares@ 473.9 avg price
Craig Silberg@Everpar Advisors Llc
Recent Activity
Decreased -1.54%
0.25%
$481,946
1,017 shares@ 473.89 avg price
David Maxey@Heritage Family Offices, Llp
Recent Activity
Decreased -6.26%
0.22%
$425,441
898 shares@ 473.77 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
Decreased -3.26%
0.09%
$371,088
800 shares@ 463.86 avg price
Lauren Black@Phillips Wealth Planners Llc
Recent Activity
Decreased -16.8%
0.32%
$314,637
678 shares@ 464.07 avg price