EverSource Wealth Advisors’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 | $1.83M | Sell |
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|
2025
Q1 | $2.58M | Buy |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $370K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $405K | Sell |
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|
2022
Q2 | $462K | Buy |
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|
2022
Q1 | $9K | Buy |
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