Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $363K | Sell |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $337K | Buy |
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|
2023
Q4 | $279K | Buy |
|
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|
2023
Q3 | $14.7K | Sell |
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|
2023
Q2 | $17.5K | Sell |
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|
2023
Q1 | $41.7K | Sell |
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|
2022
Q4 | $38.2K | Sell |
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|
2022
Q3 | $43K | Buy |
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|
2022
Q2 | $36K | Sell |
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|
2022
Q1 | $49K | Sell |
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|
2021
Q4 | $78K | Sell |
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|
2021
Q3 | $70K | Sell |
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|
2021
Q2 | $77K | Buy |
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|
2021
Q1 | $61K | Buy |
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|
2020
Q4 | $40K | Buy |
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|
2020
Q3 | $37K | Buy |
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|
2020
Q2 | $19K | Buy |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $18K | Buy |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $17K | Hold |
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|
2019
Q1 | $14K | Buy |
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|
2018
Q4 | $12K | Sell |
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|
2018
Q3 | $28K | Buy |
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