Haverford Trust Company’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
$354K Sell
2025
Q1
$439K Sell
2024
Q4
$428K Sell
2024
Q3
$446K Buy
2024
Q2
$375K Buy
2024
Q1
$333K Hold
2023
Q4
$331K Buy
2023
Q3
$271K Buy