Pinnacle Wealth Planning 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
Q2 | $654K | Buy |
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|
2025
Q1 | $724K | Buy |
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|
2024
Q4 | $669K | Sell |
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|
2024
Q3 | $696K | Hold |
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|
2024
Q2 | $655K | Buy |
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|
2024
Q1 | $609K | Buy |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $519K | Hold |
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|
2023
Q2 | $525K | Hold |
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|
2023
Q1 | $437K | Hold |
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|
2022
Q4 | $343K | Hold |
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|
2022
Q3 | $354K | Hold |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $419K | Sell |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $0 | Buy |
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