IFP Advisors’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 | $237K | Sell |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | $188K | Sell |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $329K | Sell |
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $47.4K | Sell |
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|
2022
Q4 | $90K | Buy |
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|
2022
Q3 | $60K | Buy |
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|
2022
Q2 | $58K | Hold |
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|
2022
Q1 | $58K | Buy |
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|
2021
Q4 | $82K | Buy |
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|
2021
Q3 | $55K | Buy |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $40K | Buy |
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|
2020
Q3 | $22K | Buy |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $18K | Buy |
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|
2019
Q4 | $10K | Buy |
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|
2019
Q3 | $8K | Buy |
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|
2019
Q1 | $6K | Buy |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $5K | Sell |
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|
2018
Q2 | $13K | Buy |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $8K | Hold |
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|
2017
Q3 | $7K | Hold |
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|
2017
Q2 | $7K | Hold |
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|
2017
Q1 | $6K | Hold |
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|
2016
Q4 | $7K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1K | Sell |
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|
2016
Q1 | $6K | Buy |
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|
2015
Q4 | $0 | Buy |
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