UMB Bank’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
Q2 | $1.71M | Buy |
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|
2025
Q1 | $1.95M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.76M | Buy |
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|
2024
Q2 | $1.63M | Sell |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.15M | Hold |
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|
2022
Q4 | $898K | Buy |
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|
2022
Q3 | $895K | Buy |
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|
2022
Q2 | $270K | Hold |
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|
2022
Q1 | $344K | Sell |
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|
2021
Q4 | $356K | Sell |
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|
2021
Q3 | $566K | Sell |
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|
2021
Q2 | $918K | Hold |
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|
2021
Q1 | $835K | Hold |
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|
2020
Q4 | $725K | Sell |
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|
2020
Q3 | $570K | Hold |
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|
2020
Q2 | $570K | Sell |
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|
2020
Q1 | $507K | Buy |
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