AO
Advisor OS’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Sell |
1,022
-102
| -9% | -$45K | 0.04% | 271 |
|
|
2025
Q1 | $571K | Sell |
1,124
-47
| -4% | -$23.9K | 0.07% | 215 |
|
|
2024
Q4 | $555K | Sell |
1,171
-822
| -41% | -$390K | 0.06% | 206 |
|
|
2024
Q3 | $980K | Sell |
1,993
-870
| -30% | -$428K | 0.1% | 154 |
|
|
2024
Q2 | $1.33M | Sell |
2,863
-39
| -1% | -$18.1K | 0.15% | 118 |
|
|
2024
Q1 | $1.25M | Buy |
2,902
+381
| +15% | +$165K | 0.14% | 128 |
|
|
2023
Q4 | $1.08M | Sell |
2,521
-172
| -6% | -$73.7K | 0.14% | 133 |
|
|
2023
Q3 | $1.02M | Buy |
2,693
+28
| +1% | +$10.6K | 0.15% | 129 |
|
|
2023
Q2 | $1.02M | Buy |
2,665
+122
| +5% | +$46.6K | 0.17% | 122 |
|
|
2023
Q1 | $809K | Buy |
2,543
+103
| +4% | +$32.8K | 0.19% | 128 |
|
|
2022
Q4 | $608K | Buy |
2,440
+236
| +11% | +$58.8K | 0.16% | 135 |
|
|
2022
Q3 | $567K | Sell |
2,204
-73
| -3% | -$18.8K | 0.17% | 119 |
|
|
2022
Q2 | $543K | Buy |
+2,277
| New | +$543K | 0.16% | 136 |
|