Kestra Advisory Services’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 | $610K | Sell |
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|
2025
Q1 | $734K | Sell |
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|
2024
Q4 | $764K | Buy |
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|
2024
Q3 | $608K | Sell |
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|
2024
Q2 | $590K | Sell |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $477K | Sell |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $586K | Buy |
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|
2022
Q3 | $398K | Sell |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $358K | Buy |
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|
2021
Q3 | $248K | Sell |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $234K | Buy |
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