AE Wealth Management’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 | $787K | Sell |
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|
2025
Q1 | $12.5M | Sell |
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|
2024
Q4 | $11.8M | Sell |
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|
2024
Q3 | $13.1M | Sell |
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|
2024
Q2 | $13.2M | Sell |
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|
2024
Q1 | $15.6M | Sell |
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|
2023
Q4 | $23.6M | Sell |
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|
2023
Q3 | $26.7M | Sell |
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|
2023
Q2 | $29M | Buy |
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|
2023
Q1 | $15.5M | Sell |
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|
2022
Q4 | $15.7M | Buy |
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|
2022
Q3 | $11.9M | Buy |
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|
2022
Q2 | $513K | Buy |
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