AWAU
Alliance Wealth Advisors (Utah)’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11M | Buy |
9,317
+244
| +3% | +$108K | 0.99% | 26 |
|
|
2025
Q1 | $4.61M | Buy |
9,073
+117
| +1% | +$59.5K | 1.2% | 12 |
|
|
2024
Q4 | $4.24M | Buy |
8,956
+209
| +2% | +$99K | 1.1% | 19 |
|
|
2024
Q3 | $4.3M | Buy |
8,747
+399
| +5% | +$196K | 1.13% | 19 |
|
|
2024
Q2 | $3.87M | Buy |
8,348
+236
| +3% | +$109K | 1.14% | 21 |
|
|
2024
Q1 | $3.5M | Buy |
8,112
+526
| +7% | +$227K | 1.05% | 25 |
|
|
2023
Q4 | $3.25M | Sell |
7,586
-49
| -0.6% | -$21K | 1.09% | 22 |
|
|
2023
Q3 | $2.88M | Buy |
7,635
+301
| +4% | +$114K | 1.07% | 25 |
|
|
2023
Q2 | $2.8M | Buy |
7,334
+197
| +3% | +$75.1K | 1.04% | 22 |
|
|
2023
Q1 | $2.27M | Buy |
7,137
+34
| +0.5% | +$10.8K | 0.91% | 31 |
|
|
2022
Q4 | $1.77M | Buy |
+7,103
| New | +$1.77M | 0.8% | 41 |
|