Bartlett & Co 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
Q3 | $8.09K | Hold |
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|
2025
Q2 | $8.83K | Hold |
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|
2025
Q1 | $10.2K | Hold |
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|
2024
Q4 | $9.48K | Hold |
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|
2024
Q3 | $9.84K | Hold |
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|
2024
Q2 | $9.27K | Hold |
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|
2024
Q1 | $8.64K | Hold |
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|
2023
Q4 | $8.58K | Hold |
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|
2023
Q3 | $7.55K | Hold |
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|
2023
Q2 | $7.63K | Hold |
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|
2023
Q1 | $6.36K | Hold |
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|
2022
Q4 | $4.99K | Hold |
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|
2022
Q3 | $5.15K | Sell |
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|
2022
Q2 | $22.4K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.59K | Hold |
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|
2021
Q2 | $1.72K | Hold |
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|
2021
Q1 | $1.56K | Hold |
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|
2020
Q4 | $1.36K | Hold |
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|
2020
Q3 | $1.4K | Hold |
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|
2020
Q2 | $1.07K | Hold |
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|
2020
Q1 | $948 | Buy |
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|
2019
Q4 | $540 | Sell |
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|
2019
Q3 | $2.03K | Hold |
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|
2019
Q2 | $1.96K | Buy |
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