Axxcess Wealth Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
1,201
-3
| -0.2% | -$1.33K | 0.01% | 582 |
|
|
2025
Q1 | $612K | Sell |
1,204
-187
| -13% | -$95K | 0.02% | 503 |
|
|
2024
Q4 | $659K | Sell |
1,391
-5
| -0.4% | -$2.37K | 0.02% | 488 |
|
|
2024
Q3 | $686K | Sell |
1,396
-17
| -1% | -$8.36K | 0.02% | 482 |
|
|
2024
Q2 | $654K | Sell |
1,413
-9
| -0.6% | -$4.17K | 0.02% | 470 |
|
|
2024
Q1 | $614K | Sell |
1,422
-2
| -0.1% | -$864 | 0.02% | 485 |
|
|
2023
Q4 | $610K | Buy |
1,424
+645
| +83% | +$276K | 0.02% | 465 |
|
|
2023
Q3 | $294K | Buy |
779
+80
| +11% | +$30.2K | 0.01% | 602 |
|
|
2023
Q2 | $267K | Sell |
699
-42
| -6% | -$16K | 0.02% | 480 |
|
|
2023
Q1 | $236K | Buy |
+741
| New | +$236K | 0.02% | 543 |
|