Empirical 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
Q2 | $621K | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $5.46M | Buy |
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|
2024
Q3 | $5.08M | Buy |
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|
2024
Q2 | $4.34M | Buy |
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|
2024
Q1 | $3.98M | Buy |
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|
2023
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.55M | Buy |
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|
2023
Q2 | $2.26M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.73M | Buy |
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|
2021
Q4 | $903K | Buy |
|