Number of Shares
36,391.00
Current Holdings Value*
$16.07 Mil
% of Portfolio
1.79%
Total Estimate Gain
$6.37 Mil
% of Total Estimate Gain
33.90%

Running Oak Capital LLC's Watsco Inc Holding Summary

As of 2025-06-30, Running Oak Capital LLC held 36,391.00 shares of Watsco Inc(WSO), totaling $16.07 Mil. This investment constitutes 1.79% of their stock portfolio, and Running Oak Capital LLC now holds 0.09% of the outstanding Watsco Inc(WSO) stock.

The initial trade took place in 2019Q4. And since then Running Oak Capital LLC has made 8 purchases of WSO, at an average price of $273.98, for a total of 68,562.00 shares. In addition, there have been 9 sales at an average price of $231.17 for 32,171.00 shares. Based on historical transaction data and WSO's current price of $486.80, Running Oak Capital LLC's estimated gain on his WSO holdings is $6.37 Mil, reflecting a 33.90% gain to date.

Running Oak Capital LLC WSO ($486.80) Holding Chart

Running Oak Capital LLC WSO ($486.80) 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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