Arkadios 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 | $402K | Buy |
910
+231
| +34% | +$102K | 0.01% | 918 |
|
|
2025
Q1 | $345K | Buy |
679
+71
| +12% | +$36.1K | 0.01% | 848 |
|
|
2024
Q4 | $288K | Sell |
608
-36
| -6% | -$17.1K | 0.02% | 729 |
|
|
2024
Q3 | $317K | Buy |
644
+105
| +19% | +$51.6K | 0.02% | 683 |
|
|
2024
Q2 | $250K | Buy |
539
+6
| +1% | +$2.78K | 0.02% | 693 |
|
|
2024
Q1 | $230K | Sell |
533
-6
| -1% | -$2.59K | 0.02% | 619 |
|
|
2023
Q4 | $231K | Sell |
539
-129
| -19% | -$55.3K | 0.02% | 614 |
|
|
2023
Q3 | $252K | Sell |
668
-40
| -6% | -$15.1K | 0.02% | 550 |
|
|
2023
Q2 | $270K | Sell |
708
-82
| -10% | -$31.3K | 0.03% | 476 |
|
|
2023
Q1 | $251K | Buy |
+790
| New | +$251K | 0.03% | 488 |
|
|
2020
Q2 | – | Sell |
-17
| Closed | -$2.76K | – | 1162 |
|
|
2020
Q1 | $2.76K | Hold |
17
| – | – | ﹤0.01% | 887 |
|
|
2019
Q4 | $3.05K | Buy |
+17
| New | +$3.05K | ﹤0.01% | 769 |
|