AE Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Sell |
1,780
-22,726
| -93% | -$10M | 0.01% | 787 |
|
|
2025
Q1 | $12.5M | Sell |
24,506
-425
| -2% | -$216K | 0.1% | 211 |
|
|
2024
Q4 | $11.8M | Sell |
24,931
-1,624
| -6% | -$770K | 0.1% | 218 |
|
|
2024
Q3 | $13.1M | Sell |
26,555
-1,888
| -7% | -$929K | 0.12% | 190 |
|
|
2024
Q2 | $13.2M | Sell |
28,443
-7,709
| -21% | -$3.57M | 0.13% | 187 |
|
|
2024
Q1 | $15.6M | Sell |
36,152
-25,444
| -41% | -$11M | 0.18% | 158 |
|
|
2023
Q4 | $23.6M | Sell |
61,596
-8,995
| -13% | -$3.45M | 0.12% | 195 |
|
|
2023
Q3 | $26.7M | Sell |
70,591
-5,367
| -7% | -$2.03M | 0.16% | 143 |
|
|
2023
Q2 | $29M | Buy |
75,958
+27,283
| +56% | +$10.4M | 0.17% | 129 |
|
|
2023
Q1 | $15.5M | Sell |
48,675
-14,270
| -23% | -$4.54M | 0.1% | 243 |
|
|
2022
Q4 | $15.7M | Buy |
62,945
+16,665
| +36% | +$4.16M | 0.11% | 209 |
|
|
2022
Q3 | $11.9M | Buy |
46,280
+44,134
| +2,057% | +$11.4M | 0.09% | 228 |
|
|
2022
Q2 | $513K | Buy |
+2,146
| New | +$513K | ﹤0.01% | 1191 |
|