Naples Global 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 | $7.01M | Sell |
|
|||||
|
2025
Q1 | $8.07M | Sell |
|
|||||
|
2024
Q4 | $7.7M | Sell |
|
|||||
|
2024
Q3 | $8.11M | Sell |
|
|||||
|
2024
Q2 | $7.72M | Sell |
|
|||||
|
2024
Q1 | $7.25M | Sell |
|
|||||
|
2023
Q4 | $7.31M | Sell |
|
|||||
|
2023
Q3 | $6.78M | Buy |
|
|||||
|
2023
Q2 | $6.47M | Sell |
|
|||||
|
2023
Q1 | $5.5M | Buy |
|
|||||
|
2022
Q4 | $4.28M | Buy |
|
|||||
|
2022
Q3 | $3.98M | Buy |
|
|||||
|
2022
Q2 | $3.61M | Buy |
|
|||||
|
2022
Q1 | $4.31M | Buy |
|
|||||
|
2021
Q4 | $4.22M | Sell |
|
|||||
|
2021
Q3 | $3.58M | Sell |
|
|||||
|
2021
Q2 | $3.9M | Buy |
|
|||||
|
2021
Q1 | $3.5M | Buy |
|
|||||
|
2020
Q4 | $3.04M | Sell |
|
|||||
|
2020
Q3 | $3.18M | Sell |
|
|||||
|
2020
Q2 | $2.44M | Buy |
|
|||||
|
2020
Q1 | $1.88M | Buy |
|
|||||
|
2019
Q4 | $1.92M | Buy |
|
|||||
|
2019
Q3 | $1.76M | Buy |
|
|||||
|
2019
Q2 | $1.55M | Buy |
|
|||||
|
2019
Q1 | $1.3M | Buy |
|
|||||
|
2018
Q4 | $1.11M | Buy |
|
|||||
|
2018
Q3 | $936K | Buy |
|
|||||
|
2018
Q2 | $272K | Buy |
|