Avidian Wealth Enterprises’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Sell |
1,109
-106
| -9% | -$46.8K | 0.02% | 339 |
|
|
2025
Q1 | $618K | Buy |
1,215
+19
| +2% | +$9.66K | 0.03% | 269 |
|
|
2024
Q4 | $567K | Buy |
1,196
+21
| +2% | +$9.95K | 0.03% | 276 |
|
|
2024
Q3 | $578K | Buy |
1,175
+7
| +0.6% | +$3.44K | 0.03% | 274 |
|
|
2024
Q2 | $541K | Sell |
1,168
-267
| -19% | -$124K | 0.02% | 268 |
|
|
2024
Q1 | $620K | Sell |
1,435
-272
| -16% | -$117K | 0.03% | 231 |
|
|
2023
Q4 | $731K | Buy |
1,707
+137
| +9% | +$58.7K | 0.05% | 198 |
|
|
2023
Q3 | $593K | Buy |
1,570
+284
| +22% | +$107K | 0.04% | 226 |
|
|
2023
Q2 | $491K | Sell |
1,286
-162
| -11% | -$61.8K | 0.03% | 269 |
|
|
2023
Q1 | $461K | Sell |
1,448
-1
| -0.1% | -$318 | 0.03% | 305 |
|
|
2022
Q4 | $361K | Buy |
+1,449
| New | +$361K | 0.02% | 327 |
|