Northwest & Ethical Investments’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 | $1.96M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $3.87M | Sell |
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|
2024
Q2 | $6.33M | Sell |
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|
2024
Q1 | $6.17M | Buy |
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|
2023
Q4 | $5.89M | Sell |
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|
2023
Q3 | $6.79M | Sell |
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|
2023
Q2 | $6.88M | Buy |
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|
2023
Q1 | $5.39M | Sell |
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|
2022
Q4 | $4.4M | Buy |
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|
2022
Q3 | $4.13M | Buy |
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|
2022
Q2 | $3.48M | Buy |
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|
2022
Q1 | $3.8M | Buy |
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|
2021
Q4 | $1.47M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.45M | Buy |
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|
2018
Q3 | $946K | Buy |
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|
2018
Q2 | $829K | Buy |
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