B. Riley Wealth Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $986K | Buy |
2,080
+50
| +2% | +$23.7K | 0.03% | 454 |
|
|
2024
Q3 | $992K | Sell |
2,030
-755
| -27% | -$369K | 0.03% | 500 |
|
|
2024
Q2 | $1.29M | Sell |
2,785
-536
| -16% | -$248K | 0.03% | 460 |
|
|
2024
Q1 | $1.25M | Buy |
3,321
+600
| +22% | +$227K | 0.03% | 462 |
|
|
2023
Q4 | $1.17M | Sell |
2,721
-600
| -18% | -$257K | 0.03% | 480 |
|
|
2023
Q3 | $1.25M | Buy |
3,321
+299
| +10% | +$113K | 0.03% | 462 |
|
|
2023
Q2 | $1.15M | Buy |
3,022
+209
| +7% | +$79.7K | 0.03% | 514 |
|
|
2023
Q1 | $895K | Buy |
2,813
+583
| +26% | +$185K | 0.02% | 574 |
|
|
2022
Q4 | $556K | Buy |
2,230
+32
| +1% | +$7.98K | 0.02% | 745 |
|
|
2022
Q3 | $567K | Buy |
2,198
+750
| +52% | +$193K | 0.02% | 700 |
|
|
2022
Q2 | $347K | Sell |
1,448
-14
| -1% | -$3.36K | 0.01% | 805 |
|
|
2022
Q1 | $446K | Buy |
1,462
+164
| +13% | +$50K | 0.01% | 814 |
|
|
2021
Q4 | $406K | Sell |
1,298
-35
| -3% | -$10.9K | 0.01% | 926 |
|
|
2021
Q3 | $353K | Buy |
1,333
+6
| +0.5% | +$1.59K | 0.01% | 958 |
|
|
2021
Q2 | $381K | Buy |
1,327
+428
| +48% | +$123K | 0.01% | 902 |
|
|
2021
Q1 | $235K | Buy |
+899
| New | +$235K | 0.01% | 1115 |
|
|
2015
Q1 | – | Sell |
-37
| Closed | -$4 | – | 1989 |
|
|
2014
Q4 | $4 | Buy |
+37
| New | +$4 | ﹤0.01% | 3240 |
|
|
2014
Q3 | – | Sell |
-3
| Closed | -$312 | – | 1901 |
|
|
2014
Q2 | $312 | Buy |
+3
| New | +$312 | ﹤0.01% | 2383 |
|