Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $26.9K | Buy |
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|
2024
Q4 | $23.2K | Buy |
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2024
Q3 | $23.1K | Hold |
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|
2024
Q2 | $21.8K | Hold |
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|
2024
Q1 | $20.4K | Hold |
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|
2023
Q4 | $20.1K | Hold |
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|
2023
Q3 | $17.7K | Hold |
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|
2023
Q2 | $17.8K | Hold |
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|
2023
Q1 | $15K | Buy |
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|
2022
Q4 | $3.99K | Hold |
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|
2022
Q3 | $4.25K | Hold |
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|
2022
Q2 | $3.86K | Hold |
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|
2022
Q1 | $4.87K | Hold |
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|
2021
Q4 | $5.01K | Hold |
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|
2021
Q3 | $4.28K | Hold |
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|
2021
Q2 | $4.63K | Hold |
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|
2021
Q1 | $4.28K | Hold |
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|
2020
Q4 | $3.63K | Hold |
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|
2020
Q3 | $3.71K | Hold |
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|
2020
Q2 | $2.85K | Hold |
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|
2020
Q1 | $2.53K | Hold |
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|
2019
Q4 | $2.88K | Buy |
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