Stephens Inc’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 | $323K | Buy |
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|
2025
Q2 | $347K | Sell |
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|
2025
Q1 | $408K | Sell |
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|
2024
Q4 | $384K | Sell |
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|
2024
Q3 | $444K | Buy |
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|
2024
Q2 | $391K | Sell |
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|
2024
Q1 | $367K | Sell |
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|
2023
Q4 | $2.44M | Buy |
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|
2023
Q3 | $959K | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $488K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.32M | Sell |
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|
2021
Q4 | $1.44M | Sell |
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|
2021
Q3 | $1.35M | Buy |
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|
2021
Q2 | $456K | Sell |
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|
2021
Q1 | $418K | Sell |
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|
2020
Q4 | $395K | Buy |
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|
2020
Q3 | $358K | Sell |
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|
2020
Q2 | $315K | Sell |
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|
2020
Q1 | $362K | Sell |
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|
2019
Q4 | $606K | Buy |
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|
2019
Q3 | $487K | Sell |
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|
2019
Q2 | $899K | Buy |
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|
2019
Q1 | $779K | Buy |
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|
2018
Q4 | $275K | Buy |
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|
2018
Q3 | $214K | Buy |
|