Spire Wealth Management’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
Q3 | $8.2K | Hold |
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|
2025
Q2 | $8.95K | Sell |
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|
2025
Q1 | $13.7K | Sell |
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|
2024
Q4 | $16.8K | Buy |
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|
2024
Q3 | $9.84K | Sell |
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|
2024
Q2 | $19.5K | Sell |
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|
2024
Q1 | $19.8K | Buy |
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|
2023
Q4 | $16.8K | Sell |
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|
2023
Q3 | $18.7K | Sell |
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|
2023
Q2 | $27.1K | Sell |
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|
2023
Q1 | $63K | Buy |
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|
2022
Q4 | $17K | Buy |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $10K | Sell |
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|
2022
Q1 | $21K | Sell |
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|
2021
Q4 | $40K | Buy |
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|
2021
Q3 | $16K | Sell |
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|
2021
Q2 | $20K | Hold |
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|
2021
Q1 | $18K | Buy |
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