Atria Wealth Solutions’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $723K | Buy |
1,638
+35
| +2% | +$15.4K | 0.02% | 765 |
|
|
2025
Q1 | $815K | Sell |
1,603
-4
| -0.2% | -$2.03K | 0.01% | 953 |
|
|
2024
Q4 | $762K | Buy |
1,607
+197
| +14% | +$93.4K | 0.01% | 1030 |
|
|
2024
Q3 | $693K | Buy |
1,410
+105
| +8% | +$51.6K | 0.01% | 1067 |
|
|
2024
Q2 | $605K | Buy |
1,305
+644
| +97% | +$298K | 0.01% | 1136 |
|
|
2024
Q1 | $286K | Buy |
661
+4
| +0.6% | +$1.73K | ﹤0.01% | 1575 |
|
|
2023
Q4 | $282K | Sell |
657
-13
| -2% | -$5.57K | ﹤0.01% | 1529 |
|
|
2023
Q3 | $253K | Sell |
670
-3
| -0.4% | -$1.13K | ﹤0.01% | 1518 |
|
|
2023
Q2 | $257K | Sell |
673
-619
| -48% | -$236K | ﹤0.01% | 1529 |
|
|
2023
Q1 | $411K | Buy |
+1,292
| New | +$411K | 0.01% | 1243 |
|