GWS
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Glassman Wealth Services’s Watsco Inc WSO Stock Holding History

Glassman Wealth Services’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19
Closed -$8.14K – 1844
2023
Q4 		$8.14K Hold
19
– – ﹤0.01% 935
2023
Q3 		$7.18K Hold
19
– – ﹤0.01% 957
2023
Q2 		$7.25K Hold
19
– – ﹤0.01% 890
2023
Q1 		$6.04K Hold
19
– – ﹤0.01% 953
2022
Q4 		$4.74K Hold
19
– – ﹤0.01% 1027
2022
Q3 		$5K Hold
19
– – ﹤0.01% 1017
2022
Q2 		$5K Sell
19
-4
-17% -$1.05K ﹤0.01% 1036
2022
Q1 		$7K Buy
23
+4
+21% +$1.14K ﹤0.01% 942
2021
Q4 		$6K Hold
19
– – ﹤0.01% 954
2021
Q3 		$5K Hold
19
– – ﹤0.01% 993
2021
Q2 		$5K Hold
19
– – ﹤0.01% 947
2021
Q1 		$5K Hold
19
– – ﹤0.01% 888
2020
Q4 		$4K Hold
19
– – ﹤0.01% 929
2020
Q3 		$4K Hold
19
– – ﹤0.01% 858
2020
Q2 		$3K Buy
19
+12
+171% +$1.99K ﹤0.01% 798
2020
Q1 		$1K Buy
7
+1
+17% +$169 ﹤0.01% 1022
2019
Q4 		$1K Hold
6
– – ﹤0.01% 1078
2019
Q3 		$1K Hold
6
– – ﹤0.01% 952
2019
Q2 		$1K Hold
6
– – ﹤0.01% 958
2019
Q1 		$1K Buy
+6
New +$861 ﹤0.01% 922

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