Advocate Group’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 | $611K | Hold |
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|
2025
Q1 | $703K | Hold |
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|
2024
Q4 | $656K | Hold |
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|
2024
Q3 | $681K | Hold |
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|
2024
Q2 | $641K | Hold |
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|
2024
Q1 | $598K | Hold |
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|
2023
Q4 | $593K | Sell |
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|
2023
Q3 | $565K | Sell |
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|
2023
Q2 | $573K | Hold |
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|
2023
Q1 | $478K | Hold |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $392K | Buy |
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