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
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
Decreased -5.06%
0.06%
$292,864
618 shares@ 473.89 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -5.59%
0.02%
$288,131
608 shares@ 473.9 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -99.77%
0.03%
$247,058
527 shares@ 468.81 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -36.82%
0.01%
$172,000
362 shares@ 475.14 avg price
Kevyn Morgareidge@Hilltop National Bank
Recent Activity
Decreased -7.75%
0.05%
$152,119
321 shares@ 473.9 avg price
Wren Green@Eagle Bay Advisors Llc
Recent Activity
Decreased -12.38%
0.09%
$130,576
276 shares@ 473.11 avg price
Chen Li@Goalvest Advisory Llc
Recent Activity
Decreased -60.71%
0.01%
$15,638
33 shares@ 473.88 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -4.76%
0.01%
$9,478
20 shares@ 473.9 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Decreased -76.25%
0.01%
$9,004
19 shares@ 473.9 avg price