Equitable Trust’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 | $835K | Buy |
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|
2025
Q1 | $608K | Buy |
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|
2024
Q4 | $562K | Buy |
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|
2024
Q3 | $574K | Buy |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $641K | Hold |
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|
2023
Q4 | $635K | Sell |
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|
2023
Q3 | $567K | Sell |
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|
2023
Q2 | $628K | Sell |
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|
2023
Q1 | $549K | Hold |
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|
2022
Q4 | $430K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Sell |
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|
2019
Q3 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $444K | Sell |
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|
2018
Q2 | $444K | Buy |
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