Vanguard Personalized Indexing Management’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 | $1.8M | Sell |
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|
2025
Q1 | $2.24M | Buy |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $1.8M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.04M | Buy |
|
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|
2022
Q4 | $694K | Buy |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $896K | Buy |
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|
2021
Q4 | $641K | Buy |
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|
2021
Q3 | $265K | Sell |
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|
2021
Q2 | $390K | Buy |
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