Geneos Wealth Management’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 | $15.8K | Sell |
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|
2025
Q2 | $105K | Sell |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $291K | Buy |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $176K | Buy |
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|
2024
Q1 | $161K | Sell |
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|
2023
Q4 | $174K | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $192K | Buy |
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|
2023
Q1 | $131K | Buy |
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|
2022
Q4 | $79.6K | Buy |
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|
2022
Q3 | $63K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q3 | $5K | Buy |
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|
2021
Q2 | $2K | Sell |
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|
2021
Q1 | $71K | Hold |
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|
2020
Q4 | $37K | Buy |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $24K | Buy |
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|
2020
Q1 | $1K | Sell |
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|
2019
Q4 | $37K | Buy |
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|
2019
Q3 | $28K | Sell |
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|
2019
Q2 | $37K | Buy |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Buy |
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