Avidian Wealth Enterprises’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
Q2
$490K Sell
2025
Q1
$618K Buy
2024
Q4
$567K Buy
2024
Q3
$578K Buy
2024
Q2
$541K Sell
2024
Q1
$620K Sell
2023
Q4
$731K Buy
2023
Q3
$593K Buy
2023
Q2
$491K Sell
2023
Q1
$461K Sell
2022
Q4
$361K Buy