West Branch Capital’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 | $16.6K | Hold |
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|
2025
Q2 | $18.1K | Sell |
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|
2025
Q1 | $32K | Hold |
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|
2024
Q4 | $29.9K | Hold |
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|
2024
Q3 | $31.1K | Hold |
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|
2024
Q2 | $29.2K | Hold |
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|
2024
Q1 | $27.2K | Hold |
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|
2023
Q4 | $27K | Hold |
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|
2023
Q3 | $23.8K | Hold |
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|
2023
Q2 | $24K | Hold |
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|
2023
Q1 | $20K | Hold |
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|
2022
Q4 | $15.7K | Hold |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $20K | Hold |
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|
2021
Q3 | $17K | Hold |
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|
2021
Q2 | $18K | Buy |
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