Winslow Evans & Crocker’s Watsco Inc WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$206K Hold
2020
Q3
$212K Sell
2020
Q2
$176K Buy
2020
Q1
$128K Hold
2019
Q4
$146K Hold
2019
Q3
$136K Hold
2019
Q2
$132K Hold
2019
Q1
$116K Hold
2018
Q4
$112K Hold
2018
Q3
$144K Hold
2018
Q2
$144K Hold
2018
Q1
$145K Hold
2017
Q4
$136K Hold
2017
Q3
$129K Hold
2017
Q2
$123K Buy
2017
Q1
$28.6K Buy
2014
Q1
Sell
2013
Q4
$14K Buy