MCF 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 | $94.5K | Buy |
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|
2025
Q1 | $74.2K | Sell |
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|
2024
Q4 | $71.2K | Buy |
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|
2024
Q3 | $56.6K | Buy |
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|
2024
Q2 | $41.7K | Hold |
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|
2024
Q1 | $38.9K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $3K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $0 | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Buy |
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