Icon Wealth Partners’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $527K | Sell |
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2023
Q1 | $510K | Buy |
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|
2022
Q2 | $437K | Sell |
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|
2022
Q1 | $691K | Sell |
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|
2021
Q4 | $812K | Buy |
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|
2021
Q3 | $653K | Buy |
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|
2021
Q2 | $672K | Buy |
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|
2021
Q1 | $531K | Buy |
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|
2020
Q4 | $365K | Buy |
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|
2020
Q3 | $296K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $24K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $31K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $30K | Buy |
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