Arete Wealth 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 | $266K | Buy |
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|
2025
Q3 | $270K | Sell |
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|
2025
Q2 | $296K | Sell |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $427K | Buy |
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|
2024
Q3 | $397K | Sell |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $324K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $3.49M | Buy |
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