Avior 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $2.01M | Buy |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.69M | Hold |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $1.27M | Hold |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.08M | Hold |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.69M | Hold |
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|
2021
Q3 | $1.43M | Hold |
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|
2021
Q2 | $1.55M | Sell |
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|
2021
Q1 | $1.58M | Hold |
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|
2020
Q4 | $1.37M | Hold |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $940K | Hold |
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|
2020
Q1 | $836K | Hold |
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|
2019
Q4 | $954K | Hold |
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|
2019
Q3 | $895K | Hold |
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|
2019
Q2 | $866K | Hold |
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|
2019
Q1 | $758K | Buy |
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|
2018
Q4 | $469K | Buy |
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|
2018
Q3 | $520K | Hold |
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|
2018
Q2 | $521K | Buy |
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|
2018
Q1 | $510K | Sell |
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|
2017
Q4 | $483K | Buy |
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|
2017
Q3 | $3K | Buy |
|