FineMark National Bank & 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
Q3
$6.72M Buy
2025
Q2
$7.19M Buy
2025
Q1
$8.24M Sell
2024
Q4
$7.75M Sell
2024
Q3
$8.23M Sell
2024
Q2
$9.37M Buy
2024
Q1
$8.54M Sell
2023
Q4
$8.52M Buy
2023
Q3
$7.35M Buy
2023
Q2
$7.35M Sell
2023
Q1
$6.14M Buy
2022
Q4
$4.6M Buy
2022
Q3
$4.66M Buy
2022
Q2
$4.18M Buy
2022
Q1
$5.15M Buy
2021
Q4
$5.05M Buy
2021
Q3
$4.23M Buy
2021
Q2
$4.57M Buy
2021
Q1
$4.07M Buy
2015
Q4
Sell
2015
Q3
$2K Buy