Beacon Pointe Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
2,335
-9
| -0.4% | -$3.98K | 0.01% | 664 |
|
|
2025
Q1 | $1.19M | Sell |
2,344
-240
| -9% | -$122K | 0.01% | 587 |
|
|
2024
Q4 | $1.22M | Sell |
2,584
-13
| -0.5% | -$6.16K | 0.01% | 584 |
|
|
2024
Q3 | $1.28M | Sell |
2,597
-271
| -9% | -$133K | 0.01% | 566 |
|
|
2024
Q2 | $1.33M | Sell |
2,868
-286
| -9% | -$132K | 0.02% | 563 |
|
|
2024
Q1 | $1.36M | Sell |
3,154
-521
| -14% | -$225K | 0.02% | 588 |
|
|
2023
Q4 | $1.57M | Sell |
3,675
-709
| -16% | -$304K | 0.02% | 532 |
|
|
2023
Q3 | $1.66M | Buy |
4,384
+980
| +29% | +$370K | 0.02% | 500 |
|
|
2023
Q2 | $1.3M | Sell |
3,404
-2,657
| -44% | -$1.01M | 0.02% | 458 |
|
|
2023
Q1 | $1.93M | Buy |
6,061
+66
| +1% | +$21K | 0.03% | 401 |
|
|
2022
Q4 | $1.5M | Sell |
5,995
-1,126
| -16% | -$281K | 0.03% | 426 |
|
|
2022
Q3 | $1.84M | Sell |
7,121
-479
| -6% | -$124K | 0.04% | 331 |
|
|
2022
Q2 | $1.81M | Sell |
7,600
-586
| -7% | -$140K | 0.04% | 344 |
|
|
2022
Q1 | $2.49M | Buy |
+8,186
| New | +$2.49M | 0.03% | 407 |
|
|
2021
Q4 | – | Sell |
-8,250
| Closed | -$2.18M | – | 1016 |
|
|
2021
Q3 | $2.18M | Buy |
+8,250
| New | +$2.18M | 0.05% | 273 |
|