Loring Wolcott & Coolidge Fiduciary 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
Q2 | $14.9M | Sell |
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|
2025
Q1 | $15.1M | Sell |
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|
2024
Q4 | $16.9M | Sell |
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|
2024
Q3 | $16.6M | Sell |
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|
2024
Q2 | $18.1M | Sell |
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|
2024
Q1 | $14.3M | Buy |
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|
2023
Q4 | $13.6M | Sell |
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|
2023
Q3 | $12.7M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $10.7M | Buy |
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|
2022
Q4 | $7.76M | Buy |
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|
2022
Q3 | $6.92M | Buy |
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|
2022
Q2 | $6.06M | Buy |
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|
2022
Q1 | $7.21M | Buy |
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|
2021
Q4 | $7.28M | Buy |
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|
2021
Q3 | $5.96M | Buy |
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|
2021
Q2 | $5.42M | Sell |
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|
2021
Q1 | $4.95M | Sell |
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|
2020
Q4 | $4.89M | Hold |
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|
2020
Q3 | $5.02M | Hold |
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|
2020
Q2 | $3.83M | Hold |
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|
2020
Q1 | $3.41M | Hold |
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|
2019
Q4 | $3.89M | Buy |
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|
2019
Q3 | $3.53M | Sell |
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|
2019
Q2 | $3.41M | Hold |
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|
2019
Q1 | $2.99M | Hold |
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|
2018
Q4 | $2.9M | Buy |
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|
2018
Q3 | $2.63M | Hold |
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|
2018
Q2 | $2.63M | Hold |
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|
2018
Q1 | $2.67M | Hold |
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|
2017
Q4 | $2.51M | Buy |
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|
2017
Q3 | $1.87M | Buy |
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|
2017
Q2 | $625K | Buy |
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|
2017
Q1 | $157K | Hold |
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|
2016
Q4 | $163K | Hold |
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|
2016
Q3 | $155K | Hold |
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|
2016
Q2 | $155K | Hold |
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|
2016
Q1 | $148K | Hold |
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|
2015
Q4 | $129K | Hold |
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|
2015
Q3 | $136K | Hold |
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|
2015
Q2 | $136K | Hold |
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|
2015
Q1 | $138K | Buy |
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|
2014
Q4 | $107K | Hold |
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|
2014
Q3 | $86K | Hold |
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|
2014
Q2 | $103K | Hold |
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|
2014
Q1 | $100K | Hold |
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|
2013
Q4 | $96K | Hold |
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|
2013
Q3 | $94K | Hold |
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|
2013
Q2 | $84K | Buy |
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