VisionPoint Advisory Group’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
$363K Buy
2025
Q1
Sell
2024
Q4
$70.8K Buy
2024
Q3
Sell
2024
Q2
$41.7K Buy
2024
Q1
$35.9K Buy
2023
Q4
$24.4K Buy
2023
Q3
$3.4K Sell
2023
Q2
$443K Sell
2023
Q1
$497K Sell
2022
Q4
$625K Sell
2022
Q3
$667K Buy
2022
Q2
$714K Buy