Atlas Private Wealth Management’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.04M | Buy |
|
|||||
|
2023
Q4 | $1.01M | Sell |
|
|||||
|
2023
Q3 | $942K | Buy |
|
|||||
|
2023
Q2 | $941K | Sell |
|
|||||
|
2023
Q1 | $791K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $6K | Hold |
|
|||||
|
2020
Q4 | $5K | Buy |
|
|||||
|
2020
Q3 | $5K | Hold |
|
|||||
|
2020
Q2 | $4K | Hold |
|
|||||
|
2020
Q1 | $3K | Buy |
|
|||||
|
2019
Q4 | $4K | Buy |
|