Appleton Partners’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
Q3 | $2.71M | Sell |
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|
2025
Q2 | $2.97M | Sell |
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|
2025
Q1 | $3.46M | Buy |
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|
2024
Q4 | $3.18M | Sell |
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|
2024
Q3 | $3.33M | Sell |
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|
2024
Q2 | $4.03M | Sell |
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|
2024
Q1 | $4.14M | Buy |
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|
2023
Q4 | $3.94M | Sell |
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|
2023
Q3 | $4.05M | Sell |
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|
2023
Q2 | $4.28M | Sell |
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|
2023
Q1 | $3.82M | Sell |
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|
2022
Q4 | $3.3M | Sell |
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|
2022
Q3 | $4.39M | Buy |
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|
2022
Q2 | $4.06M | Buy |
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|
2022
Q1 | $4.96M | Buy |
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|
2021
Q4 | $4.45M | Buy |
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|
2021
Q3 | $2.87M | Buy |
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|
2021
Q2 | $365K | Buy |
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