AG
Advocate Group’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Hold |
1,384
| – | – | 0.11% | 88 |
|
|
2025
Q1 | $703K | Hold |
1,384
| – | – | 0.13% | 85 |
|
|
2024
Q4 | $656K | Hold |
1,384
| – | – | 0.12% | 88 |
|
|
2024
Q3 | $681K | Hold |
1,384
| – | – | 0.12% | 87 |
|
|
2024
Q2 | $641K | Hold |
1,384
| – | – | 0.13% | 88 |
|
|
2024
Q1 | $598K | Hold |
1,384
| – | – | 0.12% | 91 |
|
|
2023
Q4 | $593K | Sell |
1,384
-113
| -8% | -$48.4K | 0.13% | 92 |
|
|
2023
Q3 | $565K | Sell |
1,497
-4
| -0.3% | -$1.51K | 0.13% | 91 |
|
|
2023
Q2 | $573K | Hold |
1,501
| – | – | 0.13% | 89 |
|
|
2023
Q1 | $478K | Hold |
1,501
| – | – | 0.1% | 96 |
|
|
2022
Q4 | $374K | Sell |
1,501
-119
| -7% | -$29.7K | 0.08% | 98 |
|
|
2022
Q3 | $417K | Sell |
1,620
-23
| -1% | -$5.92K | 0.1% | 87 |
|
|
2022
Q2 | $392K | Buy |
+1,643
| New | +$392K | 0.09% | 92 |
|