Cary Street Partners Investment Advisory’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 | $234K | Sell |
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|
2025
Q1 | $275K | Buy |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $776K | Sell |
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|
2024
Q2 | $747K | Sell |
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|
2024
Q1 | $703K | Buy |
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|
2023
Q4 | $662K | Buy |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $283K | Buy |
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|
2022
Q4 | $203K | Buy |
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