United Capital Financial Advisors’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 | $6.25M | Buy |
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|
2025
Q2 | $6.75M | Sell |
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|
2025
Q1 | $7.86M | Buy |
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|
2024
Q4 | $3.61M | Buy |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $205K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $236K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $371K | Buy |
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