Tompkins Financial’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 | $404K | Hold |
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|
2025
Q2 | $442K | Hold |
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|
2025
Q1 | $508K | Hold |
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|
2024
Q4 | $474K | Hold |
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|
2024
Q3 | $492K | Hold |
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|
2024
Q2 | $463K | Hold |
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|
2024
Q1 | $432K | Hold |
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|
2023
Q4 | $428K | Hold |
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|
2023
Q3 | $378K | Hold |
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|
2023
Q2 | $381K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $16K | Hold |
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|
2018
Q4 | $15K | Sell |
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|
2018
Q3 | $32K | Sell |
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|
2018
Q2 | $45K | Hold |
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|
2018
Q1 | $46K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $6K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $16K | Hold |
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|
2016
Q4 | $16K | Hold |
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|
2016
Q3 | $15K | Hold |
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|
2016
Q2 | $15K | Buy |
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