First Horizon 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 | $217K | Sell |
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|
2025
Q1 | $290K | Buy |
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|
2024
Q4 | $258K | Buy |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $220K | Buy |
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|
2024
Q1 | $189K | Sell |
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|
2023
Q4 | $195K | Buy |
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|
2023
Q3 | $165K | Hold |
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|
2023
Q2 | $167K | Sell |
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|
2023
Q1 | $147K | Hold |
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|
2022
Q4 | $115K | Sell |
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|
2022
Q3 | $151K | Buy |
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|
2022
Q2 | $131K | Buy |
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|
2022
Q1 | $146K | Sell |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $192K | Buy |
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|
2021
Q2 | $62K | Hold |
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|
2021
Q1 | $56K | Hold |
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|
2020
Q4 | $49K | Sell |
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|
2020
Q3 | $76K | Buy |
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|
2020
Q2 | $53K | Hold |
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|
2020
Q1 | $48K | Hold |
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|
2019
Q4 | $54K | Hold |
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|
2019
Q3 | $50K | Buy |
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|
2019
Q2 | $39K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Buy |
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