Quantum Private Wealth’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 | $458K | Hold |
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|
2025
Q1 | $527K | Hold |
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|
2024
Q4 | $492K | Hold |
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|
2024
Q3 | $510K | Hold |
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|
2024
Q2 | $481K | Hold |
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|
2024
Q1 | $448K | Hold |
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|
2023
Q4 | $445K | Hold |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $213K | Buy |
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