Mayflower 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 | $494K | Sell |
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|
2025
Q2 | $628K | Sell |
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|
2025
Q1 | $723K | Sell |
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|
2024
Q4 | $712K | Sell |
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|
2024
Q3 | $900K | Buy |
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|
2024
Q2 | $846K | Buy |
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|
2024
Q1 | $789K | Sell |
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|
2023
Q4 | $846K | Sell |
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|
2023
Q3 | $762K | Sell |
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|
2023
Q2 | $890K | Buy |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $216K | Buy |
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