Flagship Harbor 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 | $415K | Sell |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $502K | Sell |
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|
2024
Q3 | $694K | Buy |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $444K | Sell |
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|
2023
Q3 | $403K | Sell |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $301K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $228K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $23K | Buy |
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|
2020
Q2 | $13K | Sell |
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|
2020
Q1 | $18K | Buy |
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|
2019
Q4 | $21K | Buy |
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|
2019
Q3 | $19K | Buy |
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|
2019
Q2 | $18K | Sell |
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|
2019
Q1 | $17K | Buy |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | $21K | Buy |
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|
2018
Q2 | $21K | Buy |
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