Marks Group Wealth Management’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 | $8.34M | Buy |
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|
2025
Q1 | $9.12M | Buy |
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|
2024
Q4 | $8.31M | Sell |
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|
2024
Q3 | $8.94M | Buy |
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|
2024
Q2 | $8.2M | Sell |
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|
2024
Q1 | $8.1M | Sell |
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|
2023
Q4 | $8.05M | Sell |
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|
2023
Q3 | $7.26M | Hold |
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|
2023
Q2 | $7.33M | Sell |
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|
2023
Q1 | $6.99M | Buy |
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|
2022
Q4 | $5.27M | Sell |
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|
2022
Q3 | $5.96M | Buy |
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|
2022
Q2 | $5.4M | Buy |
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|
2022
Q1 | $6.53M | Buy |
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|
2021
Q4 | $3.53M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.95M | Sell |
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|
2020
Q3 | $2.01M | Sell |
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|
2020
Q2 | $4.27M | Buy |
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|
2020
Q1 | $3.78M | Sell |
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|
2019
Q4 | $4.88M | Buy |
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