Whittier Trust’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 | $165K | Hold |
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|
2025
Q2 | $176K | Buy |
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|
2025
Q1 | $171K | Buy |
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|
2024
Q4 | $93.8K | Sell |
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|
2024
Q3 | $104K | Buy |
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|
2024
Q2 | $91.7K | Hold |
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|
2024
Q1 | $85.5K | Buy |
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|
2023
Q4 | $42.8K | Sell |
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|
2023
Q3 | $44.9K | Sell |
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|
2023
Q2 | $76.3K | Hold |
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|
2023
Q1 | $63.6K | Hold |
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|
2022
Q4 | $49.9K | Hold |
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|
2022
Q3 | $51K | Hold |
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|
2022
Q2 | $48K | Buy |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $31K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $782K | Hold |
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|
2020
Q4 | $680K | Sell |
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|
2020
Q3 | $1.63M | Buy |
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