Corient Private Wealth’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 | $63.1M | Buy |
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|
2025
Q2 | $66.2M | Buy |
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|
2025
Q1 | $72.9M | Sell |
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|
2024
Q4 | $74.8M | Sell |
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|
2024
Q3 | $81.2M | Buy |
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|
2024
Q2 | $74.7M | Sell |
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|
2024
Q1 | $72.1M | Buy |
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|
2023
Q4 | $71.1M | Buy |
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|
2023
Q3 | $62.5M | Buy |
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|
2023
Q2 | $59.9M | Buy |
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|
2023
Q1 | $49.3M | Buy |
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|
2022
Q4 | $380K | Buy |
|