Baker Tilly 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 | – | Sell |
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|
2025
Q1 | $215K | Hold |
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|
2024
Q4 | $200K | Hold |
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|
2024
Q3 | $208K | Sell |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $588K | Sell |
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|
2023
Q3 | $584K | Sell |
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|
2023
Q2 | $597K | Sell |
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|
2023
Q1 | $515K | Sell |
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|
2022
Q4 | $416K | Sell |
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|
2022
Q3 | $509K | Buy |
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|
2022
Q2 | $470K | Sell |
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|
2022
Q1 | $615K | Sell |
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|
2021
Q4 | $725K | Buy |
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|
2021
Q3 | $472K | Buy |
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|
2021
Q2 | $446K | Buy |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $291K | Buy |
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