TrinityPoint Wealth’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
Q4 | $1.02M | Buy |
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|
2024
Q3 | $992K | Buy |
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|
2024
Q2 | $931K | Buy |
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|
2024
Q1 | $843K | Buy |
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|
2023
Q4 | $785K | Sell |
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|
2023
Q3 | $890K | Buy |
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|
2023
Q2 | $885K | Buy |
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|
2023
Q1 | $721K | Sell |
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|
2022
Q4 | $567K | Buy |
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|
2022
Q3 | $557K | Buy |
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|
2022
Q2 | $485K | Buy |
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|
2022
Q1 | $608K | Buy |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | $516K | Buy |
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|
2021
Q2 | $541K | Sell |
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|
2021
Q1 | $666K | Buy |
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|
2020
Q4 | $632K | Buy |
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|
2020
Q3 | $575K | Buy |
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|
2020
Q2 | $431K | Buy |
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|
2020
Q1 | $380K | Buy |
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|
2019
Q4 | $382K | Buy |
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|
2019
Q3 | $362K | Buy |
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|
2019
Q2 | $294K | Buy |
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|
2019
Q1 | $247K | Buy |
|