Key Financial Inc’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 | $728 | Sell |
2
-1
| -33% | -$387 | ﹤0.01% | 1275 |
|
|
2025
Q4 | $1.01K | Hold |
3
| – | – | ﹤0.01% | 1255 |
|
|
2025
Q3 | $1.21K | Buy |
3
+1
| +50% | +$428 | ﹤0.01% | 1248 |
|
|
2025
Q2 | $883 | Hold |
2
| – | – | ﹤0.01% | 1282 |
|
|
2025
Q1 | $1.02K | Hold |
2
| – | – | ﹤0.01% | 1230 |
|
|
2024
Q4 | $948 | Hold |
2
| – | – | ﹤0.01% | 1235 |
|
|
2024
Q3 | $984 | Sell |
2
-24
| -92% | -$11.5K | ﹤0.01% | 1197 |
|
|
2024
Q2 | $12K | Buy |
26
+2
| +8% | +$914 | ﹤0.01% | 732 |
|
|
2024
Q1 | $10.4K | Hold |
24
| – | – | ﹤0.01% | 745 |
|
|
2023
Q4 | $10.3K | Hold |
24
| – | – | ﹤0.01% | 728 |
|
|
2023
Q3 | $9.06K | Hold |
24
| – | – | ﹤0.01% | 745 |
|
|
2023
Q2 | $9.15K | Hold |
24
| – | – | ﹤0.01% | 755 |
|
|
2023
Q1 | $7.64K | Hold |
24
| – | – | ﹤0.01% | 735 |
|
|
2022
Q4 | $6.18K | Hold |
24
| – | – | ﹤0.01% | 745 |
|
|
2022
Q3 | $6K | Hold |
24
| – | – | ﹤0.01% | 774 |
|
|
2022
Q2 | $6K | Hold |
24
| – | – | ﹤0.01% | 777 |
|
|
2022
Q1 | $7K | Hold |
24
| – | – | ﹤0.01% | 739 |
|
|
2021
Q4 | $8K | Hold |
24
| – | – | ﹤0.01% | 643 |
|
|
2021
Q3 | $6K | Hold |
24
| – | – | ﹤0.01% | 686 |
|
|
2021
Q2 | $7K | Hold |
24
| – | – | ﹤0.01% | 648 |
|
|
2021
Q1 | $6K | Hold |
24
| – | – | ﹤0.01% | 582 |
|
|
2020
Q4 | $5K | Buy |
+24
| New | +$5.52K | ﹤0.01% | 569 |
|
|
2020
Q2 | – | Sell |
-24
| Closed | -$4K | – | 655 |
|
|
2020
Q1 | $4K | Buy |
+24
| New | +$4.05K | ﹤0.01% | 541 |
|
Other funds holding WSO
VPM
VCM
