Jones Financial Companies’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 | $1.06M | Sell |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $171K | Buy |
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|
2024
Q1 | $56.6K | Buy |
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|
2023
Q4 | $8.14K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $10K | Sell |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $13K | Hold |
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|
2021
Q2 | $14K | Buy |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $7K | Buy |
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