Covestor’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 | $117K | Sell |
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|
2025
Q2 | $143K | Sell |
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|
2025
Q1 | $199K | Buy |
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|
2024
Q4 | $168K | Buy |
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|
2024
Q3 | $165K | Sell |
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|
2024
Q2 | $201K | Sell |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $160K | Sell |
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|
2023
Q3 | $157K | Sell |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $155K | Sell |
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|
2022
Q3 | $164K | Sell |
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|
2022
Q2 | $156K | Sell |
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|
2022
Q1 | $199K | Buy |
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|
2021
Q4 | $96K | Buy |
|