JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.64K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.4K | Hold |
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|
2023
Q2 | $3.43K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2K | Buy |
|