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Global Financial Private Client’s Watsco Inc WSO Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-53
Closed -$26.9K – 1613
2025
Q1 		$26.9K Buy
53
+4
+8% +$1.97K 0.01% 403
2024
Q4 		$23.2K Buy
49
+2
+4% +$1.01K 0.01% 408
2024
Q3 		$23.1K Hold
47
– – 0.01% 409
2024
Q2 		$21.8K Hold
47
– – 0.01% 377
2024
Q1 		$20.4K Hold
47
– – 0.01% 395
2023
Q4 		$20.1K Hold
47
– – 0.01% 394
2023
Q3 		$17.7K Hold
47
– – 0.01% 380
2023
Q2 		$17.8K Hold
47
– – 0.01% 381
2023
Q1 		$15K Buy
47
+31
+194% +$9.11K 0.01% 401
2022
Q4 		$3.99K Hold
16
– – ﹤0.01% 506
2022
Q3 		$4.25K Hold
16
– – ﹤0.01% 481
2022
Q2 		$3.86K Hold
16
– – ﹤0.01% 473
2022
Q1 		$4.87K Hold
16
– – ﹤0.01% 470
2021
Q4 		$5.01K Hold
16
– – ﹤0.01% 453
2021
Q3 		$4.28K Hold
16
– – ﹤0.01% 406
2021
Q2 		$4.63K Hold
16
– – ﹤0.01% 415
2021
Q1 		$4.28K Hold
16
– – ﹤0.01% 373
2020
Q4 		$3.63K Hold
16
– – ﹤0.01% 374
2020
Q3 		$3.71K Hold
16
– – ﹤0.01% 359
2020
Q2 		$2.85K Hold
16
– – ﹤0.01% 419
2020
Q1 		$2.53K Hold
16
– – ﹤0.01% 430
2019
Q4 		$2.88K Buy
+16
New +$2.81K ﹤0.01% 447

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