MARKS GROUP WEALTH MANAGEMENT, INC – Watsco, Inc. Transaction History
MARKS GROUP WEALTH MANAGEMENT, INC portfolio value:
$5.95M
portfolio value
MARKS GROUP WEALTH MANAGEMENT, INC quarter portfolio value change:
+7.80%
quarter
Watsco, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.31% | 522 shares | 556K | $257.46 | 23.13K |
| Q2 2022 | share | Increase | +5.42% | 1.16K shares | -1.13M | $238.82 | 22.60K |
| Q1 2022 | share | Increase | +90.17% | 10.16K shares | 3.00M | $304.64 | 21.44K |
| Q4 2021 | share | Increase | 0.00% | 11.27K shares | 2.27M | $308.93 | 11.27K |
| Q1 2021 | share | Decrease | -100.00% | -8.58K shares | -1.94M | $255.42 | 0 |
| Q4 2020 | share | Decrease | -0.52% | -45 shares | -65K | $220.24 | 8.58K |
| Q3 2020 | share | Decrease | -64.05% | -15.37K shares | -2.26M | $224.72 | 8.63K |
| Q2 2020 | share | Increase | +0.29% | 70 shares | 486K | $169.89 | 24.00K |
| Q1 2020 | share | Decrease | -11.55% | -3.12K shares | -1.09M | $149.38 | 23.93K |
| Q4 2019 | share | Increase | 0.00% | 27.06K shares | 4.87M | $168.75 | 27.06K |