Compass Ion 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 | $400K | Buy |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $426K | Sell |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $375K | Hold |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $838K | Buy |
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|
2023
Q2 | $603K | Sell |
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|
2023
Q1 | $657K | Buy |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $421K | Buy |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $490K | Buy |
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|
2021
Q4 | $500K | Buy |
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|
2021
Q3 | $420K | Buy |
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|
2021
Q2 | $452K | Sell |
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|
2021
Q1 | $719K | Buy |
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|
2020
Q4 | $621K | Hold |
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|
2020
Q3 | $638K | Sell |
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|
2020
Q2 | $709K | Hold |
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|
2020
Q1 | $630K | Hold |
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|
2019
Q4 | $718K | Buy |
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