Ellis Investment Partners’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 | – | Sell |
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|
2025
Q1 | $203K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $71K | Hold |
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|
2022
Q1 | $90K | Hold |
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|
2021
Q4 | $93K | Hold |
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|
2021
Q3 | $78K | Hold |
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|
2021
Q2 | $85K | Hold |
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|
2021
Q1 | $78K | Hold |
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|
2020
Q4 | $68K | Hold |
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|
2020
Q3 | $69K | Hold |
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|
2020
Q2 | $53K | Hold |
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|
2020
Q1 | $47K | Hold |
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|
2019
Q4 | $53K | Hold |
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|
2019
Q3 | $48K | Hold |
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|
2019
Q2 | $48K | Buy |
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