Advisor OS’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $555K | Sell |
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|
2024
Q3 | $980K | Sell |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $809K | Buy |
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|
2022
Q4 | $608K | Buy |
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|
2022
Q3 | $567K | Sell |
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|
2022
Q2 | $543K | Buy |
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