Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $334K | Hold |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $230K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Hold |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $209K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $126K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $128K | Hold |
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|
2019
Q3 | $120K | Buy |
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|
2019
Q2 | $78K | Hold |
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|
2019
Q1 | $68K | Hold |
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|
2018
Q4 | $66K | Buy |
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