Alpha Omega 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 | $1.5M | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.52M | Hold |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $1.75M | Hold |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.34M | Hold |
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|
2022
Q4 | $1.05M | Hold |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.04M | Hold |
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|
2022
Q1 | $1.33M | Hold |
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|
2021
Q4 | $1.31M | Hold |
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|
2021
Q3 | $1.15M | Sell |
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|
2021
Q2 | $1.25M | Hold |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $841K | Hold |
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|
2020
Q1 | $747K | Sell |
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|
2019
Q4 | $857K | Hold |
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|
2019
Q3 | $846K | Buy |
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|
2019
Q2 | $28K | Hold |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q4 | $7K | Hold |
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|
2018
Q3 | $9K | Hold |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $9K | Buy |
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