GoalVest Advisory’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
Q4 | $22.6K | Buy |
|
|||||
|
2025
Q3 | $21.4K | Hold |
|
|||||
|
2025
Q2 | $23.4K | Buy |
|
|||||
|
2025
Q1 | $16.8K | Hold |
|
|||||
|
2024
Q4 | $15.6K | Sell |
|
|||||
|
2024
Q3 | $41.3K | Hold |
|
|||||
|
2024
Q2 | $38.9K | Sell |
|
|||||
|
2024
Q1 | $44.9K | Buy |
|
|||||
|
2023
Q4 | $40.3K | Sell |
|
|||||
|
2023
Q3 | $44.2K | Sell |
|
|||||
|
2023
Q2 | $53.4K | Buy |
|
|||||
|
2023
Q1 | $34.4K | Buy |
|
|||||
|
2022
Q4 | $25.9K | Hold |
|
|||||
|
2022
Q3 | $27K | Hold |
|
|||||
|
2022
Q2 | $25K | Hold |
|
|||||
|
2022
Q1 | $32K | Buy |
|
|||||
|
2021
Q2 | $30K | Hold |
|
|||||
|
2021
Q1 | $27K | Hold |
|
|||||
|
2020
Q4 | $24K | Buy |
|