CreativeOne 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
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $836K | Sell |
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|
2023
Q3 | $778K | Sell |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $780K | Buy |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $617K | Sell |
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|
2022
Q2 | $703K | Buy |
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|
2022
Q1 | $891K | Buy |
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|
2021
Q4 | $854K | Buy |
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|
2021
Q3 | $668K | Buy |
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|
2021
Q2 | $586K | Buy |
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|
2021
Q1 | $529K | Buy |
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|
2020
Q4 | $227K | Buy |
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|
2020
Q3 | $213K | Buy |
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