Swiss Life Asset 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
$2.39M Sell
2025
Q2
$2.85M Buy
2025
Q1
$1.62M Buy
2024
Q4
$1.05M Buy
2024
Q3
$319K Buy
2024
Q2
$289K Sell
2024
Q1
$359K Sell
2023
Q4
$678K Buy