Alliance Wealth Advisors (Utah)’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
$4.11M Buy
2025
Q1
$4.61M Buy
2024
Q4
$4.24M Buy
2024
Q3
$4.3M Buy
2024
Q2
$3.87M Buy
2024
Q1
$3.5M Buy
2023
Q4
$3.25M Sell
2023
Q3
$2.88M Buy
2023
Q2
$2.8M Buy
2023
Q1
$2.27M Buy
2022
Q4
$1.77M Buy