Bell Investment 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 | $11.5K | Sell |
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|
2025
Q1 | $14.2K | Buy |
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|
2024
Q4 | $12.3K | Hold |
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|
2024
Q3 | $12.8K | Hold |
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|
2024
Q2 | $12K | Hold |
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|
2024
Q1 | $11.2K | Hold |
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|
2023
Q4 | $11.1K | Sell |
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|
2023
Q3 | $10.2K | Sell |
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|
2023
Q2 | $10.7K | Hold |
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|
2023
Q1 | $8.91K | Buy |
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|
2022
Q4 | $5.99K | Hold |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $10K | Buy |
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|
2021
Q4 | $21K | Buy |
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|
2021
Q3 | $13K | Buy |
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