Waldron Private Wealth’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 | – | Sell |
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|
2025
Q2 | $209K | Hold |
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|
2025
Q1 | $240K | Sell |
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $251K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $222K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $228K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $224K | Buy |
|