True Wealth Design’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 | $2.02K | Buy |
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|
2025
Q2 | $1.77K | Sell |
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|
2025
Q1 | $3.05K | Buy |
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|
2024
Q4 | $1.42K | Hold |
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|
2024
Q3 | $1.48K | Hold |
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|
2024
Q2 | $1.39K | Buy |
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|
2024
Q1 | $864 | Buy |
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|
2023
Q4 | $429 | Hold |
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|
2023
Q3 | $378 | Hold |
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|
2023
Q2 | $382 | Hold |
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|
2023
Q1 | $319 | Hold |
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|
2022
Q4 | $249 | Buy |
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