Beacon Pointe Advisors’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 | $1.03M | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.33M | Sell |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.93M | Buy |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $1.81M | Sell |
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|
2022
Q1 | $2.49M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.18M | Buy |
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