Aureus Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $223K | Hold |
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|
2025
Q2 | $243K | Hold |
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|
2025
Q1 | $280K | Hold |
|
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|
2024
Q4 | $261K | Hold |
|
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|
2024
Q3 | $271K | Hold |
|
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|
2024
Q2 | $255K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $210K | Buy |
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