JFS Wealth 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 | $20.3K | Sell |
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|
2025
Q1 | $23.9K | Buy |
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|
2024
Q4 | $21.8K | Hold |
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|
2024
Q3 | $22.6K | Buy |
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|
2024
Q2 | $20.8K | Hold |
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|
2024
Q1 | $19.4K | Hold |
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|
2023
Q4 | $19.3K | Buy |
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|
2023
Q3 | $15.9K | Hold |
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|
2023
Q2 | $16K | Hold |
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|
2023
Q1 | $13.4K | Hold |
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|
2022
Q4 | $10.5K | Sell |
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|
2022
Q3 | $12K | Buy |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $12K | Buy |
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|
2021
Q4 | $2K | Buy |
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