Advisor Partners’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $412K | Buy |
|
|||||
|
2022
Q1 | $460K | Sell |
|
|||||
|
2021
Q4 | $483K | Buy |
|
|||||
|
2021
Q3 | $391K | Sell |
|
|||||
|
2021
Q2 | $443K | Buy |
|
|||||
|
2021
Q1 | $402K | Buy |
|
|||||
|
2020
Q4 | $337K | Sell |
|
|||||
|
2020
Q3 | $347K | Sell |
|
|||||
|
2020
Q2 | $266K | Sell |
|
|||||
|
2020
Q1 | $241K | Sell |
|
|||||
|
2019
Q4 | $270K | Buy |
|
|||||
|
2019
Q3 | $254K | Buy |
|
|||||
|
2019
Q2 | $234K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $206K | Buy |
|
|||||
|
2018
Q3 | $258K | Sell |
|
|||||
|
2018
Q2 | $260K | Sell |
|
|||||
|
2018
Q1 | $277K | Sell |
|
|||||
|
2017
Q4 | $278K | Buy |
|
|||||
|
2017
Q3 | $249K | Buy |
|
|||||
|
2017
Q2 | $233K | Sell |
|
|||||
|
2017
Q1 | $225K | Buy |
|
|||||
|
2016
Q4 | $230K | Buy |
|
|||||
|
2016
Q3 | $211K | Sell |
|
|||||
|
2016
Q2 | $215K | Buy |
|
|||||
|
2016
Q1 | $204K | Buy |
|