Williams Jones Wealth Management’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 | $53.7M | Sell |
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|
2025
Q2 | $66M | Buy |
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|
2025
Q1 | $74.4M | Buy |
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|
2024
Q4 | $68.4M | Buy |
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|
2024
Q3 | $62.8M | Buy |
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|
2024
Q2 | $27M | Buy |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $875K | Buy |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $323K | Buy |
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