AWM
Avior Wealth Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
3,081
+3
| +0.1% | +$1.33K | 0.05% | 233 |
|
|
2025
Q1 | $1.56M | Buy |
3,078
+18
| +0.6% | +$9.15K | 0.06% | 203 |
|
|
2024
Q4 | $1.45M | Sell |
3,060
-239
| -7% | -$113K | 0.05% | 221 |
|
|
2024
Q3 | $1.62M | Buy |
3,299
+1
| +0% | +$492 | 0.06% | 197 |
|
|
2024
Q2 | $1.53M | Sell |
3,298
-1,357
| -29% | -$629K | 0.07% | 195 |
|
|
2024
Q1 | $2.01M | Buy |
4,655
+167
| +4% | +$72.1K | 0.09% | 155 |
|
|
2023
Q4 | $1.92M | Buy |
4,488
+2
| +0% | +$857 | 0.12% | 134 |
|
|
2023
Q3 | $1.69M | Hold |
4,486
| – | – | 0.11% | 133 |
|
|
2023
Q2 | $1.71M | Sell |
4,486
-497
| -10% | -$190K | 0.11% | 139 |
|
|
2023
Q1 | $1.59M | Sell |
4,983
-100
| -2% | -$31.8K | 0.11% | 143 |
|
|
2022
Q4 | $1.27M | Hold |
5,083
| – | – | 0.1% | 162 |
|
|
2022
Q3 | $1.31M | Buy |
5,083
+561
| +12% | +$144K | 0.11% | 140 |
|
|
2022
Q2 | $1.08M | Hold |
4,522
| – | – | 0.11% | 139 |
|
|
2022
Q1 | $1.38M | Sell |
4,522
-878
| -16% | -$267K | 0.12% | 131 |
|
|
2021
Q4 | $1.69M | Hold |
5,400
| – | – | 0.14% | 123 |
|
|
2021
Q3 | $1.43M | Hold |
5,400
| – | – | 0.12% | 137 |
|
|
2021
Q2 | $1.55M | Sell |
5,400
-651
| -11% | -$186K | 0.16% | 124 |
|
|
2021
Q1 | $1.58M | Hold |
6,051
| – | – | 0.17% | 122 |
|
|
2020
Q4 | $1.37M | Hold |
6,051
| – | – | 0.17% | 123 |
|
|
2020
Q3 | $1.41M | Buy |
6,051
+755
| +14% | +$176K | 0.2% | 109 |
|
|
2020
Q2 | $940K | Hold |
5,296
| – | – | 0.15% | 142 |
|
|
2020
Q1 | $836K | Hold |
5,296
| – | – | 0.16% | 137 |
|
|
2019
Q4 | $954K | Hold |
5,296
| – | – | 0.15% | 138 |
|
|
2019
Q3 | $895K | Hold |
5,296
| – | – | 0.16% | 133 |
|
|
2019
Q2 | $866K | Hold |
5,296
| – | – | 0.16% | 134 |
|
|
2019
Q1 | $758K | Buy |
5,296
+1,923
| +57% | +$275K | 0.16% | 138 |
|
|
2018
Q4 | $469K | Buy |
3,373
+453
| +16% | +$63K | 0.11% | 172 |
|
|
2018
Q3 | $520K | Hold |
2,920
| – | – | 0.11% | 176 |
|
|
2018
Q2 | $521K | Buy |
2,920
+100
| +4% | +$17.8K | 0.12% | 165 |
|
|
2018
Q1 | $510K | Sell |
2,820
-19
| -0.7% | -$3.44K | 0.12% | 163 |
|
|
2017
Q4 | $483K | Buy |
2,839
+2,820
| +14,842% | +$480K | 0.11% | 175 |
|
|
2017
Q3 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 436 |
|