Ethic 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
Q3 | $1.34M | Sell |
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|
2025
Q2 | $1.76M | Sell |
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|
2025
Q1 | $2.09M | Buy |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $1.37M | Sell |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $781K | Buy |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $461K | Buy |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $414K | Sell |
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|
2021
Q3 | $410K | Sell |
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|
2021
Q2 | $463K | Buy |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q4 | $225K | Buy |
|