Cerity Partners’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 | $2.54M | Sell |
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|
2025
Q2 | $3.16M | Sell |
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|
2025
Q1 | $4.41M | Buy |
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|
2024
Q4 | $4.16M | Sell |
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|
2024
Q3 | $5.23M | Buy |
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|
2024
Q2 | $2.59M | Sell |
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|
2024
Q1 | $4.64M | Buy |
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|
2023
Q4 | $2.33M | Buy |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $713K | Buy |
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|
2023
Q1 | $406K | Sell |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $876K | Buy |
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|
2022
Q2 | $673K | Buy |
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|
2022
Q1 | $726K | Buy |
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