Allworth Financial’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Sell |
298
-22
| -7% | -$9.71K | ﹤0.01% | 1378 |
|
|
2025
Q1 | $145K | Buy |
320
+48
| +18% | +$21.7K | ﹤0.01% | 1057 |
|
|
2024
Q4 | $137K | Buy |
272
+10
| +4% | +$5.05K | ﹤0.01% | 1113 |
|
|
2024
Q3 | $129K | Sell |
262
-43
| -14% | -$21.1K | ﹤0.01% | 969 |
|
|
2024
Q2 | $151K | Sell |
305
-13
| -4% | -$6.43K | ﹤0.01% | 909 |
|
|
2024
Q1 | $137K | Buy |
318
+220
| +224% | +$95K | ﹤0.01% | 909 |
|
|
2023
Q4 | $42K | Buy |
98
+30
| +44% | +$12.9K | ﹤0.01% | 1257 |
|
|
2023
Q3 | $25.7K | Buy |
68
+13
| +24% | +$4.91K | ﹤0.01% | 1381 |
|
|
2023
Q2 | $21K | Sell |
55
-4
| -7% | -$1.53K | ﹤0.01% | 1506 |
|
|
2023
Q1 | $18.8K | Buy |
59
+52
| +743% | +$16.5K | ﹤0.01% | 1486 |
|
|
2022
Q4 | $1.75K | Sell |
7
-16
| -70% | -$3.99K | ﹤0.01% | 2288 |
|
|
2022
Q3 | $6K | Sell |
23
-25
| -52% | -$6.52K | ﹤0.01% | 1850 |
|
|
2022
Q2 | $11K | Buy |
+48
| New | +$11K | ﹤0.01% | 1555 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$1K | – | 1989 |
|
|
2021
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1507 |
|
|
2018
Q3 | – | Sell |
-14
| Closed | -$2K | – | 1007 |
|
|
2018
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 840 |
|