Crewe 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 | $1.77K | Hold |
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|
2025
Q1 | $2.03K | Hold |
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|
2024
Q4 | $1.9K | Hold |
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|
2024
Q3 | $1.97K | Hold |
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|
2024
Q2 | $1.85K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $11.1K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3K | Sell |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $8K | Hold |
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|
2020
Q3 | $9K | Buy |
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