Wealth Enhancement Advisory Services’s Watsco Inc WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.05M Sell
10,933
-2,982
-21% -$1.16M 0.01% 1000
2025
Q4
$4.97M Sell
13,915
-2,071
-13% -$739K 0.01% 1024
2025
Q3
$6.34M Sell
15,986
-7
-0% -$2.99K 0.01% 838
2025
Q2
$7.31M Buy
15,993
+218
+1% +$101K 0.01% 740
2025
Q1
$8.02M Buy
15,775
+28
+0.2% +$13.8K 0.02% 658
2024
Q4
$7.46M Sell
15,747
-448
-3% -$227K 0.01% 654
2024
Q3
$7.97M Sell
16,195
-4,768
-23% -$2.29M 0.02% 588
2024
Q2
$9.71M Sell
20,963
-1,889
-8% -$863K 0.02% 491
2024
Q1
$9.87M Buy
22,852
+2,433
+12% +$977K 0.03% 483
2023
Q4
$8.75M Buy
20,419
+1,232
+6% +$477K 0.03% 474
2023
Q3
$7.25M Buy
19,187
+16,430
+596% +$5.94M 0.02% 485
2023
Q2
$1.05M Buy
2,757
+145
+6% +$49.2K 0.01% 257
2023
Q1
$831K Buy
2,612
+473
+22% +$139K 0.01% 330
2022
Q4
$589K Buy
+2,139
New +$562K 0.01% 264

Other funds holding WSO