Wealth Alliance’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 | $811K | Sell |
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|
2025
Q2 | $888K | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $931K | Sell |
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|
2024
Q3 | $982K | Sell |
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|
2024
Q2 | $926K | Sell |
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|
2024
Q1 | $971K | Sell |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $917K | Sell |
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|
2023
Q2 | $944K | Sell |
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|
2023
Q1 | $805K | Buy |
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|
2022
Q4 | $531K | Sell |
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|
2022
Q3 | $642K | Buy |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $521K | Sell |
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|
2021
Q4 | $575K | Sell |
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|
2021
Q3 | $501K | Sell |
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|
2021
Q2 | $544K | Sell |
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|
2021
Q1 | $513K | Sell |
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|
2020
Q4 | $467K | Buy |
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|
2020
Q3 | $469K | Sell |
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|
2020
Q2 | $366K | Buy |
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|
2020
Q1 | $316K | Buy |
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