LVW 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 | $591K | Sell |
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|
2025
Q2 | $735K | Sell |
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|
2025
Q1 | $927K | Sell |
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|
2024
Q4 | $907K | Sell |
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|
2024
Q3 | $947K | Buy |
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|
2024
Q2 | $793K | Buy |
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|
2024
Q1 | $662K | Sell |
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|
2023
Q4 | $684K | Buy |
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|
2023
Q3 | $601K | Sell |
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|
2023
Q2 | $656K | Sell |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $489K | Buy |
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|
2022
Q2 | $426K | Buy |
|