Farther Finance 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
Q3 | $693K | Sell |
|
|||||
|
2025
Q2 | $824K | Buy |
|
|||||
|
2025
Q1 | $821K | Buy |
|
|||||
|
2024
Q4 | $705K | Sell |
|
|||||
|
2024
Q3 | $803K | Sell |
|
|||||
|
2024
Q2 | $974K | Buy |
|
|||||
|
2024
Q1 | $516K | Buy |
|
|||||
|
2023
Q4 | $254K | Buy |
|
|||||
|
2023
Q3 | $110K | Buy |
|
|||||
|
2023
Q2 | $103K | Buy |
|
|||||
|
2023
Q1 | $79.9K | Buy |
|
|||||
|
2022
Q4 | $6.48K | Buy |
|