Arkadios 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
Q3 | $383K | Buy |
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|
2025
Q2 | $402K | Buy |
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|
2025
Q1 | $345K | Buy |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $317K | Buy |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $252K | Sell |
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|
2023
Q2 | $270K | Sell |
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|
2023
Q1 | $251K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.76K | Hold |
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|
2019
Q4 | $3.04K | Buy |
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