JTC Employer Solutions Trustee’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 | $316K | Hold |
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|
2025
Q2 | $344K | Hold |
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|
2025
Q1 | $397K | Hold |
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|
2024
Q4 | $371K | Hold |
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|
2024
Q3 | $383K | Hold |
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|
2024
Q2 | $362K | Hold |
|
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|
2024
Q1 | $338K | Hold |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $298K | Hold |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $195K | Hold |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $186K | Hold |
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|
2022
Q1 | $238K | Hold |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $206K | Hold |
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|
2021
Q2 | $224K | Buy |
|