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Waldron Private Wealth’s Watsco Inc WSO Stock Holding History

Waldron Private Wealth’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-473
Closed -$209K – 322
2025
Q2 		$209K Hold
473
– – 0.01% 288
2025
Q1 		$240K Sell
473
-114
-19% -$56.2K 0.01% 270
2024
Q4 		$278K Hold
587
– – 0.01% 349
2024
Q3 		$289K Hold
587
– – 0.01% 334
2024
Q2 		$272K Buy
587
+6
+1% +$2.74K 0.01% 333
2024
Q1 		$251K Sell
581
-40
-6% -$16.1K 0.01% 349
2023
Q4 		$266K Buy
621
+39
+7% +$15.1K 0.01% 331
2023
Q3 		$220K Sell
582
-1
-0.2% -$362 0.01% 336
2023
Q2 		$222K Buy
+583
New +$198K 0.01% 340
2019
Q3 		– Sell
-1,398
Closed -$228K – 276
2019
Q2 		$228K Buy
+1,398
New +$220K 0.02% 222
2017
Q2 		– Sell
-1,567
Closed -$224K – 212
2017
Q1 		$224K Buy
+1,567
New +$235K 0.06% 196

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