Phillips Wealth Planners’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 | $312K | Sell |
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|
2025
Q1 | $346K | Buy |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $436K | Sell |
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|
2024
Q1 | $434K | Buy |
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|
2023
Q4 | $398K | Sell |
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|
2023
Q3 | $472K | Buy |
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|
2023
Q2 | $506K | Buy |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $368K | Buy |
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