Baldwin Wealth 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
Q2 | – | Sell |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $234K | Buy |
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|
2024
Q2 | $139K | Buy |
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|
2024
Q1 | $130K | Sell |
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|
2023
Q4 | $167K | Sell |
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|
2023
Q3 | $170K | Hold |
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|
2023
Q2 | $172K | Hold |
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|
2023
Q1 | $143K | Hold |
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|
2022
Q4 | $112K | Buy |
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|
2022
Q3 | $6K | Buy |
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