J.W. Coons 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 | $1.35M | Sell |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.48M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.13M | Hold |
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|
2023
Q3 | $992K | Sell |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $824K | Buy |
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|
2022
Q4 | $589K | Buy |
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|
2022
Q3 | $523K | Buy |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $647K | Buy |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $396K | Buy |
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|
2021
Q1 | $322K | Buy |
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