Hennion & Walsh Asset Management’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
$1.34M Buy
2025
Q2
$1.44M Sell
2025
Q1
$1.75M Sell
2024
Q4
$1.7M Sell
2024
Q3
$2.48M Sell
2024
Q2
$3.07M Sell
2024
Q1
$3.2M Sell
2023
Q4
$3.42M Sell
2023
Q3
$3.18M Sell
2023
Q2
$3.87M Sell
2023
Q1
$3.29M Buy
2022
Q4
$2.58M Buy
2022
Q3
$2.25M Buy
2022
Q2
$1.76M Buy
2022
Q1
$2.14M Sell
2021
Q4
$2.3M Sell
2021
Q3
$2.23M Buy
2021
Q2
$2.01M Buy
2021
Q1
$1.78M Buy