Burney 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $388K | Hold |
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|
2025
Q2 | $424K | Sell |
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|
2025
Q1 | $521K | Sell |
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|
2024
Q4 | $558K | Hold |
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|
2024
Q3 | $579K | Hold |
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $848K | Buy |
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|
2023
Q4 | $841K | Sell |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $992K | Buy |
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|
2022
Q4 | $769K | Buy |
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|
2022
Q3 | $511K | Buy |
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