Arax Advisory Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
211
-30
| -12% | -$19.7K | 0.01% | 802 |
|
|
2025
Q1 | $122K | Sell |
241
-15
| -6% | -$7.61K | 0.01% | 662 |
|
|
2024
Q4 | $121K | Buy |
256
+133
| +108% | +$62.9K | 0.01% | 619 |
|
|
2024
Q3 | $60.7K | Buy |
123
+18
| +17% | +$8.89K | 0.01% | 647 |
|
|
2024
Q2 | $48.8K | Buy |
105
+20
| +24% | +$9.3K | ﹤0.01% | 669 |
|
|
2024
Q1 | $36.8K | Hold |
85
| – | – | ﹤0.01% | 552 |
|
|
2023
Q4 | $36.5K | Buy |
85
+2
| +2% | +$859 | ﹤0.01% | 540 |
|
|
2023
Q3 | $31.4K | Sell |
83
-7
| -8% | -$2.65K | ﹤0.01% | 522 |
|
|
2023
Q2 | $34.3K | Sell |
90
-5
| -5% | -$1.91K | ﹤0.01% | 510 |
|
|
2023
Q1 | $30.2K | Hold |
95
| – | – | ﹤0.01% | 522 |
|
|
2022
Q4 | $23.7K | Sell |
95
-1
| -1% | -$249 | ﹤0.01% | 543 |
|
|
2022
Q3 | $25K | Buy |
96
+5
| +5% | +$1.3K | ﹤0.01% | 539 |
|
|
2022
Q2 | $22K | Buy |
91
+82
| +911% | +$19.8K | ﹤0.01% | 555 |
|
|
2022
Q1 | $3K | Sell |
9
-7
| -44% | -$2.33K | ﹤0.01% | 911 |
|
|
2021
Q4 | $5K | Hold |
16
| – | – | ﹤0.01% | 779 |
|
|
2021
Q3 | $4K | Buy |
16
+6
| +60% | +$1.5K | ﹤0.01% | 797 |
|
|
2021
Q2 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 823 |
|
|
2018
Q4 | – | Sell |
-140
| Closed | -$25K | – | 622 |
|
|
2018
Q3 | $25K | Buy |
+140
| New | +$25K | 0.01% | 375 |
|