NewEdge Wealth’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 | $4.09M | Sell |
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|
2025
Q2 | $4.87M | Sell |
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|
2025
Q1 | $6.03M | Buy |
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|
2024
Q4 | $5.61M | Buy |
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|
2024
Q3 | $5.64M | Buy |
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|
2024
Q2 | $4.96M | Sell |
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|
2024
Q1 | $4.9M | Buy |
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|
2023
Q4 | $4.16M | Buy |
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|
2023
Q3 | $3.55M | Buy |
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|
2023
Q2 | $3.32M | Buy |
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|
2023
Q1 | $2.72M | Buy |
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|
2022
Q4 | $1.93M | Sell |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $1.79M | Buy |
|