Greenleaf Trust’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 | $322K | Buy |
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|
2025
Q2 | $339K | Sell |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $411K | Sell |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $930K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | $217K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $36K | Hold |
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|
2017
Q4 | $33K | Hold |
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|
2017
Q3 | $32K | Buy |
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