Crown Oak Advisors, LLC WSO Holdings History
Crown Oak Advisors, LLC's Watsco Inc Holding Summary
As of 2025-06-30, Crown Oak Advisors, LLC held 23,921.00 shares of Watsco Inc(WSO), totaling $10.56 Mil. This investment constitutes 5% of their stock portfolio, and Crown Oak Advisors, LLC now holds 0.06% of the outstanding Watsco Inc(WSO) stock.
The initial trade took place in 2023Q4. And since then Crown Oak Advisors, LLC has made 4 purchases of WSO, at an average price of $407.71, for a total of 25,556.00 shares. In addition, there have been 2 sales at an average price of $476.23 for 1,635.00 shares. Based on historical transaction data and WSO's current price of $487.11, Crown Oak Advisors, LLC's estimated gain on his WSO holdings is $2.01 Mil, reflecting a 19.30% gain to date.
Crown Oak Advisors, LLC WSO ($487.11) Holding Chart
Crown Oak Advisors, LLC WSO ($487.11) 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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