Vestmark Advisory Solutions’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 | $4.77M | Buy |
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|
2025
Q2 | $5.12M | Sell |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $5.52M | Buy |
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|
2024
Q3 | $5.54M | Buy |
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|
2024
Q2 | $4.93M | Buy |
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|
2024
Q1 | $4.48M | Buy |
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|
2023
Q4 | $4.13M | Buy |
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|
2023
Q3 | $3.53M | Sell |
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|
2023
Q2 | $7.53M | Buy |
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|
2023
Q1 | $6.24M | Buy |
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|
2022
Q4 | $4.64M | Sell |
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|
2022
Q3 | $5.01M | Buy |
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|
2022
Q2 | $4.33M | Buy |
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|
2022
Q1 | $493K | Sell |
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|
2021
Q4 | $552K | Buy |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $459K | Buy |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $213K | Buy |
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