Alpha Omega Wealth Management’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 | $1.22M | Sell |
3,353
-50
| -1% | -$19.4K | 0.2% | 112 |
|
|
2025
Q4 | $1.15M | Hold |
3,403
| – | – | 0.19% | 117 |
|
|
2025
Q3 | $1.38M | Hold |
3,403
| – | – | 0.23% | 96 |
|
|
2025
Q2 | $1.5M | Sell |
3,403
-6
| -0.2% | -$2.78K | 0.27% | 93 |
|
|
2025
Q1 | $1.73M | Buy |
3,409
+204
| +6% | +$101K | 0.33% | 87 |
|
|
2024
Q4 | $1.52M | Hold |
3,205
| – | – | 0.29% | 93 |
|
|
2024
Q3 | $1.58M | Sell |
3,205
-33
| -1% | -$15.9K | 0.29% | 92 |
|
|
2024
Q2 | $1.5M | Sell |
3,238
-460
| -12% | -$210K | 0.29% | 94 |
|
|
2024
Q1 | $1.6M | Sell |
3,698
-396
| -10% | -$159K | 0.3% | 90 |
|
|
2023
Q4 | $1.75M | Hold |
4,094
| – | – | 0.29% | 87 |
|
|
2023
Q3 | $1.55M | Buy |
4,094
+50
| +1% | +$18.1K | 0.27% | 89 |
|
|
2023
Q2 | $1.54M | Sell |
4,044
-168
| -4% | -$57K | 0.26% | 92 |
|
|
2023
Q1 | $1.34M | Hold |
4,212
| – | – | 0.23% | 95 |
|
|
2022
Q4 | $1.05M | Hold |
4,212
| – | – | 0.19% | 106 |
|
|
2022
Q3 | $1.08M | Sell |
4,212
-150
| -3% | -$40.6K | 0.21% | 100 |
|
|
2022
Q2 | $1.04M | Hold |
4,362
| – | – | 0.19% | 105 |
|
|
2022
Q1 | $1.33M | Hold |
4,362
| – | – | 0.21% | 101 |
|
|
2021
Q4 | $1.31M | Hold |
4,362
| – | – | 0.2% | 103 |
|
|
2021
Q3 | $1.15M | Sell |
4,362
-17
| -0.4% | -$4.77K | 0.19% | 105 |
|
|
2021
Q2 | $1.25M | Hold |
4,379
| – | – | 0.21% | 102 |
|
|
2021
Q1 | $1.14M | Sell |
4,379
-171
| -4% | -$42.2K | 0.2% | 101 |
|
|
2020
Q4 | $1.03M | Sell |
4,550
-50
| -1% | -$11.5K | 0.17% | 99 |
|
|
2020
Q3 | $1.07M | Sell |
4,600
-130
| -3% | -$29.3K | 0.15% | 92 |
|
|
2020
Q2 | $841K | Hold |
4,730
| – | – | 0.13% | 98 |
|
|
2020
Q1 | $747K | Sell |
4,730
-27
| -0.6% | -$4.56K | 0.14% | 100 |
|
|
2019
Q4 | $857K | Hold |
4,757
| – | – | 0.14% | 112 |
|
|
2019
Q3 | $846K | Buy |
4,757
+4,588
| +2,715% | +$744K | 0.14% | 112 |
|
|
2019
Q2 | $28K | Hold |
169
| – | – | 0.01% | 324 |
|
|
2019
Q1 | $24K | Buy |
169
+119
| +238% | +$17.1K | 0.01% | 334 |
|
|
2018
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 398 |
|
|
2018
Q3 | $9K | Hold |
50
| – | – | ﹤0.01% | 389 |
|
|
2018
Q2 | $9K | Hold |
50
| – | – | ﹤0.01% | 392 |
|
|
2018
Q1 | $9K | Buy |
+50
| New | +$8.67K | ﹤0.01% | 358 |
|
Other funds holding WSO
VPM
VCM
