Autumn Glory 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
Q3 | $222K | Hold |
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|
2025
Q2 | $242K | Hold |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $679K | Buy |
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|
2024
Q2 | $254K | Sell |
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|
2024
Q1 | $350K | Hold |
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|
2023
Q4 | $326K | Hold |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $866K | Buy |
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|
2022
Q3 | $251K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $250K | Buy |
|