Integrated Wealth Concepts’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 | – | Sell |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $620K | Sell |
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|
2024
Q4 | $868K | Sell |
|
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|
2024
Q3 | $1.55M | Buy |
|
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|
2024
Q2 | $666K | Sell |
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|
2024
Q1 | $703K | Buy |
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|
2023
Q4 | $564K | Buy |
|
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|
2023
Q3 | $472K | Sell |
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|
2023
Q2 | $487K | Sell |
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|
2023
Q1 | $513K | Buy |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $357K | Buy |
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|
2021
Q4 | $303K | Buy |
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|
2021
Q3 | $213K | Buy |
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