Private Advisor Group’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 | $632K | Buy |
|
|||||
|
2025
Q1 | $477K | Sell |
|
|||||
|
2024
Q4 | $628K | Sell |
|
|||||
|
2024
Q3 | $665K | Sell |
|
|||||
|
2024
Q2 | $637K | Sell |
|
|||||
|
2024
Q1 | $600K | Sell |
|
|||||
|
2023
Q4 | $630K | Sell |
|
|||||
|
2023
Q3 | $786K | Buy |
|
|||||
|
2023
Q2 | $760K | Buy |
|
|||||
|
2023
Q1 | $213K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $80K | Buy |
|