Avantax Advisory Services’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
3,771
-1,138
| -23% | -$503K | 0.01% | 891 |
|
|
2025
Q1 | $2.5M | Buy |
4,909
+327
| +7% | +$166K | 0.02% | 658 |
|
|
2024
Q4 | $2.17M | Buy |
4,582
+39
| +0.9% | +$18.5K | 0.01% | 677 |
|
|
2024
Q3 | $2.23M | Buy |
4,543
+132
| +3% | +$64.9K | 0.01% | 647 |
|
|
2024
Q2 | $2.04M | Buy |
4,411
+2,722
| +161% | +$1.26M | 0.01% | 655 |
|
|
2024
Q1 | $730K | Sell |
1,689
-316
| -16% | -$137K | 0.01% | 876 |
|
|
2023
Q4 | $859K | Sell |
2,005
-1,947
| -49% | -$834K | 0.01% | 774 |
|
|
2023
Q3 | $1.49M | Sell |
3,952
-66
| -2% | -$24.9K | 0.02% | 556 |
|
|
2023
Q2 | $1.53M | Buy |
4,018
+305
| +8% | +$116K | 0.02% | 548 |
|
|
2023
Q1 | $1.18M | Buy |
3,713
+786
| +27% | +$250K | 0.01% | 604 |
|
|
2022
Q4 | $730K | Buy |
2,927
+68
| +2% | +$17K | 0.01% | 727 |
|
|
2022
Q3 | $736K | Buy |
+2,859
| New | +$736K | 0.01% | 645 |
|