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