Nicolet Advisory Services’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
Q4 | $358K | Sell |
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|
2025
Q3 | $603K | Sell |
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|
2025
Q2 | $691K | Sell |
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|
2025
Q1 | $851K | Buy |
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|
2024
Q4 | $779K | Buy |
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|
2024
Q3 | $750K | Buy |
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|
2024
Q2 | $726K | Buy |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $232K | Buy |
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