CAPTRUST FINANCIAL ADVISORS WSO Holdings History
CAPTRUST FINANCIAL ADVISORS's Watsco Inc Holding Summary
As of 2025-03-31, CAPFINANCIAL PARTNERS, LLC held 387,870.00 shares of Watsco Inc(WSO), totaling $197.15 Mil. This investment constitutes 0.49% of their stock portfolio, and CAPFINANCIAL PARTNERS, LLC now holds 0.96% of the outstanding Watsco Inc(WSO) stock.
The initial trade took place in 2018Q2. And since then CAPTRUST FINANCIAL ADVISORS has made 13 purchases of WSO, at an average price of $386.37, for a total of 529,021.00 shares. In addition, there have been 16 sales at an average price of $240.34 for 141,151.00 shares. Based on historical transaction data and WSO's current price of $471.75, CAPTRUST FINANCIAL ADVISORS's estimated gain on his WSO holdings is $12.51 Mil, reflecting a 6.12% gain to date.
CAPTRUST FINANCIAL ADVISORS WSO ($471.75) Holding Chart
CAPTRUST FINANCIAL ADVISORS WSO ($471.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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