Benjamin F. Edwards & Company’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $47M | Buy |
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|
2024
Q1 | $43.6M | Sell |
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|
2023
Q4 | $44.2M | Buy |
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|
2023
Q3 | $3.53M | Buy |
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|
2023
Q2 | $3.53M | Buy |
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|
2023
Q1 | $2.88M | Buy |
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|
2022
Q4 | $2.22M | Buy |
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|
2022
Q3 | $1.74M | Buy |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q3 | $1.61M | Buy |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.57M | Sell |
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|
2020
Q4 | $1.39M | Sell |
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|
2020
Q3 | $1.5M | Sell |
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|
2020
Q2 | $1.47M | Sell |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $1.63M | Buy |
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|
2019
Q3 | $1.5M | Sell |
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|
2019
Q2 | $1.62M | Sell |
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|
2019
Q1 | $1.42M | Buy |
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|
2018
Q4 | $1.24M | Buy |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $1.07M | Buy |
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|
2018
Q1 | $20K | Hold |
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|
2017
Q4 | $19K | Sell |
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|
2017
Q3 | $21K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1K | Buy |
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