Orion Portfolio Solutions’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
Q1 | $3.53M | Sell |
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|
2024
Q4 | $3.38M | Sell |
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|
2024
Q3 | $3.72M | Sell |
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|
2024
Q2 | $3.69M | Sell |
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|
2024
Q1 | $3.73M | Sell |
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|
2023
Q4 | $3.7M | Sell |
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|
2023
Q3 | $3.7M | Sell |
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|
2023
Q2 | $3.96M | Sell |
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|
2023
Q1 | $3.94M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $7K | Sell |
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|
2020
Q1 | $6K | Sell |
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|
2019
Q4 | $9K | Buy |
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