Bogart Wealth LLC’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 | $20.2K | Hold |
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|
2025
Q2 | $22.1K | Sell |
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|
2025
Q1 | $25.9K | Sell |
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|
2024
Q4 | $25.6K | Buy |
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|
2024
Q3 | $24.6K | Buy |
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|
2024
Q2 | $16.7K | Hold |
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|
2024
Q1 | $15.6K | Sell |
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|
2023
Q4 | $16.3K | Buy |
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|
2023
Q3 | $13.6K | Hold |
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|
2023
Q2 | $13.7K | Hold |
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|
2023
Q1 | $11.5K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $6K | Buy |
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