Capital Investment Advisory Services’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 | $1.65M | Hold |
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|
2025
Q1 | $1.9M | Hold |
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|
2024
Q4 | $1.77M | Hold |
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|
2024
Q3 | $1.84M | Hold |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.51M | Hold |
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|
2023
Q4 | $1.49M | Hold |
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|
2023
Q3 | $1.32M | Hold |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $869K | Hold |
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|
2022
Q3 | $897K | Hold |
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|
2022
Q2 | $832K | Buy |
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|
2022
Q1 | $757K | Hold |
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|
2021
Q4 | $778K | Hold |
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|
2021
Q3 | $658K | Hold |
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|
2021
Q2 | $712K | Hold |
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|
2021
Q1 | $648K | Buy |
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|
2020
Q4 | $340K | Hold |
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|
2020
Q3 | $349K | Hold |
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|
2020
Q2 | $267K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $93K | Hold |
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|
2019
Q2 | $86K | Buy |
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|
2019
Q1 | $72K | Hold |
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|
2018
Q4 | $70K | Buy |
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