River Wealth Advisors’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
Q4 | – | Sell |
|
|||||
|
2025
Q3 | $202K | Hold |
|
|||||
|
2025
Q2 | $221K | Hold |
|
|||||
|
2025
Q1 | $254K | Sell |
|
|||||
|
2024
Q4 | $238K | Buy |
|
|||||
|
2024
Q3 | $246K | Buy |
|
|||||
|
2024
Q2 | $228K | Sell |
|
|||||
|
2024
Q1 | $236K | Sell |
|
|||||
|
2023
Q4 | $245K | Sell |
|
|||||
|
2023
Q3 | $224K | Sell |
|
|||||
|
2023
Q2 | $229K | Sell |
|
|||||
|
2023
Q1 | $206K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $204K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $4K | Sell |
|
|||||
|
2018
Q3 | $11K | Buy |
|
|||||
|
2018
Q2 | $6K | Buy |
|