Ellevest Inc’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 | $420K | Buy |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $471K | Sell |
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|
2024
Q2 | $444K | Buy |
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|
2024
Q1 | $395K | Sell |
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|
2023
Q4 | $392K | Buy |
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|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $283K | Buy |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $235K | Hold |
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|
2020
Q4 | $204K | Sell |
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|
2020
Q3 | $334K | Hold |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $227K | Buy |
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