LGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.18K | Hold |
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|
2025
Q2 | $3.45K | Hold |
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|
2025
Q1 | $3.95K | Sell |
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|
2024
Q4 | $58.2K | Hold |
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|
2024
Q3 | $60.3K | Sell |
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|
2024
Q2 | $80K | Sell |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $273K | Buy |
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