Arax Advisory 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
Q2 | $139K | Sell |
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2025
Q1 | $122K | Sell |
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|
2024
Q4 | $121K | Buy |
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|
2024
Q3 | $60.7K | Buy |
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|
2024
Q2 | $48.8K | Buy |
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|
2024
Q1 | $36.8K | Hold |
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|
2023
Q4 | $36.5K | Buy |
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|
2023
Q3 | $31.4K | Sell |
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|
2023
Q2 | $34.3K | Sell |
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|
2023
Q1 | $30.2K | Hold |
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|
2022
Q4 | $23.7K | Sell |
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|
2022
Q3 | $25K | Buy |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $3K | Sell |
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|
2021
Q4 | $5K | Hold |
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|
2021
Q3 | $4K | Buy |
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|
2021
Q2 | $3K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $25K | Buy |
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