Avion Wealth’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 1654 |
|
|
2025
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1388 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | – | – | 1305 |
|
|
2024
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1365 |
|
|
2024
Q2 | $0 | Sell |
1
-4
| -80% | – | ﹤0.01% | 1293 |
|
|
2024
Q1 | $3K | Hold |
5
| – | – | ﹤0.01% | 609 |
|
|
2023
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 639 |
|
|
2023
Q3 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 756 |
|
|
2023
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 667 |
|
|
2023
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 805 |
|