Dakota Wealth Management’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 | $241K | Buy |
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|
2025
Q2 | $250K | Hold |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $394K | Sell |
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|
2024
Q1 | $3.22M | Buy |
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|
2023
Q4 | $3.13M | Buy |
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|
2023
Q3 | $1.92M | Buy |
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|
2023
Q2 | $1.76M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.68M | Sell |
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|
2020
Q3 | $1.87M | Sell |
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|
2020
Q2 | $1.64M | Buy |
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|
2020
Q1 | $1.35M | Buy |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.43M | Buy |
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|
2019
Q2 | $229K | Buy |
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