Arete Wealth Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
670
-9
| -1% | -$3.98K | 0.02% | 564 |
|
|
2025
Q1 | $345K | Sell |
679
-219
| -24% | -$111K | 0.03% | 488 |
|
|
2024
Q4 | $427K | Buy |
898
+86
| +11% | +$40.9K | 0.03% | 457 |
|
|
2024
Q3 | $397K | Sell |
812
-75
| -8% | -$36.7K | 0.03% | 434 |
|
|
2024
Q2 | $411K | Buy |
+887
| New | +$411K | 0.03% | 435 |
|
|
2024
Q1 | – | Sell |
-860
| Closed | -$368K | – | 748 |
|
|
2023
Q4 | $368K | Buy |
860
+2
| +0.2% | +$857 | 0.03% | 487 |
|
|
2023
Q3 | $324K | Buy |
+858
| New | +$324K | 0.06% | 326 |
|
|
2023
Q1 | – | Sell |
-20,000
| Closed | -$3.49M | – | 722 |
|
|
2022
Q4 | $3.49M | Buy |
+20,000
| New | +$3.49M | ﹤0.01% | 628 |
|