ALPS Advisors’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
Q4 | $23.8M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $676K | Hold |
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|
2024
Q1 | $631K | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $906K | Sell |
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|
2023
Q2 | $8.13M | Buy |
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|
2023
Q1 | $4.77M | Buy |
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|
2022
Q4 | $3.38M | Buy |
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|
2022
Q3 | $3.17M | Sell |
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|
2022
Q2 | $3.29M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $418K | Buy |
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|
2021
Q3 | $347K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $232K | Buy |
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