Prospera Financial 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
$10.7M Buy
2025
Q1
$464K Buy
2024
Q4
$432K Hold
2024
Q3
$448K Sell
2024
Q2
$425K Sell
2024
Q1
$404K Buy
2022
Q3
Sell
2022
Q2
$48K Buy
2022
Q1
$60K Buy
2020
Q4
Sell
2020
Q3
$5K Buy