Allworth Financial’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 | $131K | Sell |
|
|||||
|
2025
Q1 | $145K | Buy |
|
|||||
|
2024
Q4 | $137K | Buy |
|
|||||
|
2024
Q3 | $129K | Sell |
|
|||||
|
2024
Q2 | $151K | Sell |
|
|||||
|
2024
Q1 | $137K | Buy |
|
|||||
|
2023
Q4 | $42K | Buy |
|
|||||
|
2023
Q3 | $25.7K | Buy |
|
|||||
|
2023
Q2 | $21K | Sell |
|
|||||
|
2023
Q1 | $18.8K | Buy |
|
|||||
|
2022
Q4 | $1.75K | Sell |
|
|||||
|
2022
Q3 | $6K | Sell |
|
|||||
|
2022
Q2 | $11K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $1K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $2K | Buy |
|