Clearstead Advisors’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 | $126K | Buy |
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|
2025
Q1 | $140K | Sell |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $553K | Sell |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $16.3K | Buy |
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|
2023
Q4 | $11.1K | Sell |
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|
2023
Q3 | $13.6K | Buy |
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|
2023
Q2 | $3.05K | Sell |
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|
2023
Q1 | $3.18K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2K | Buy |
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