Moneta Group Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $407K | Sell |
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|
2025
Q4 | $391K | Sell |
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|
2025
Q3 | $489K | Sell |
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|
2025
Q2 | $666K | Sell |
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|
2025
Q1 | $768K | Buy |
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|
2024
Q4 | $697K | Buy |
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|
2024
Q3 | $583K | Sell |
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|
2024
Q2 | $563K | Sell |
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|
2024
Q1 | $559K | Hold |
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|
2023
Q4 | $554K | Buy |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $447K | Sell |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $375K | Buy |
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|
2021
Q2 | $402K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $71K | Sell |
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|
2017
Q4 | $244K | Hold |
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|
2017
Q3 | $266K | Buy |
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