Advisornet Financial’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.2K | Sell |
28
-3
| -10% | -$1.16K | ﹤0.01% | 1535 |
|
|
2025
Q4 | $10.4K | Buy |
31
+2
| +7% | +$714 | ﹤0.01% | 1526 |
|
|
2025
Q3 | $11.7K | Sell |
29
-13
| -31% | -$5.56K | ﹤0.01% | 1471 |
|
|
2025
Q2 | $18.5K | Buy |
42
+9
| +27% | +$4.17K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $16.8K | Buy |
33
+13
| +65% | +$6.41K | ﹤0.01% | 1259 |
|
|
2024
Q4 | $9.48K | Sell |
20
-1
| -5% | -$506 | ﹤0.01% | 1340 |
|
|
2024
Q3 | $10.3K | Sell |
21
-7
| -25% | -$3.37K | ﹤0.01% | 1409 |
|
|
2024
Q2 | $13K | Sell |
28
-8
| -22% | -$3.66K | ﹤0.01% | 1229 |
|
|
2024
Q1 | $15.6K | Sell |
36
-1,520
| -98% | -$611K | ﹤0.01% | 1152 |
|
|
2023
Q4 | $667K | Buy |
1,556
+1,521
| +4,346% | +$589K | 0.06% | 273 |
|
|
2023
Q3 | $13.2K | Hold |
35
| – | – | ﹤0.01% | 1170 |
|
|
2023
Q2 | $13.4K | Hold |
35
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q1 | $11.1K | Buy |
35
+4
| +13% | +$1.18K | ﹤0.01% | 1272 |
|
|
2022
Q4 | $7.73K | Sell |
31
-72
| -70% | -$18.9K | ﹤0.01% | 1358 |
|
|
2022
Q3 | $27K | Sell |
103
-823
| -89% | -$223K | ﹤0.01% | 1019 |
|
|
2022
Q2 | $221K | Buy |
926
+288
| +45% | +$75.8K | 0.02% | 482 |
|
|
2022
Q1 | $194K | Buy |
638
+523
| +455% | +$149K | 0.01% | 571 |
|
|
2021
Q4 | $36K | Hold |
115
| – | – | ﹤0.01% | 1124 |
|
|
2021
Q3 | $30K | Hold |
115
| – | – | ﹤0.01% | 1147 |
|
|
2021
Q2 | $33K | Hold |
115
| – | – | ﹤0.01% | 1116 |
|
|
2021
Q1 | $30K | Hold |
115
| – | – | ﹤0.01% | 1081 |
|
|
2020
Q4 | $26K | Hold |
115
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q3 | $27K | Hold |
115
| – | – | ﹤0.01% | 1021 |
|
|
2020
Q2 | $20K | Buy |
115
+4
| +4% | +$662 | ﹤0.01% | 1118 |
|
|
2020
Q1 | $18K | Hold |
111
| – | – | ﹤0.01% | 1098 |
|
|
2019
Q4 | $20K | Hold |
111
| – | – | ﹤0.01% | 1191 |
|
|
2019
Q3 | $19K | Hold |
111
| – | – | ﹤0.01% | 1206 |
|
|
2019
Q2 | $18K | Sell |
111
-304
| -73% | -$47.8K | ﹤0.01% | 1081 |
|
|
2019
Q1 | $59K | Buy |
415
+75
| +22% | +$10.8K | 0.01% | 688 |
|
|
2018
Q4 | $47K | Buy |
+340
| New | +$51.8K | 0.01% | 706 |
|
Other funds holding WSO
VPM
VCM
