Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $99.4K | Hold |
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|
2025
Q3 | $119K | Hold |
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|
2025
Q2 | $130K | Hold |
|
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|
2025
Q1 | $150K | Hold |
|
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|
2024
Q4 | $140K | Hold |
|
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|
2024
Q3 | $145K | Sell |
|
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|
2024
Q2 | $141K | Hold |
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|
2024
Q1 | $132K | Hold |
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|
2023
Q4 | $131K | Hold |
|
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|
2023
Q3 | $115K | Hold |
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|
2023
Q2 | $116K | Hold |
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|
2023
Q1 | $97K | Sell |
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|
2022
Q4 | $78.6K | Sell |
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|
2022
Q3 | $91K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9K | Buy |
|