Beacon Pointe Advisors’s Watsco, Inc. Class B WSO.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Hold |
553
| – | – | ﹤0.01% | 1107 |
|
|
2025
Q1 | $280K | Hold |
553
| – | – | ﹤0.01% | 1031 |
|
|
2024
Q4 | $261K | Hold |
553
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q3 | $270K | Hold |
553
| – | – | ﹤0.01% | 1047 |
|
|
2024
Q2 | $254K | Sell |
553
-159
| -22% | -$73K | ﹤0.01% | 1086 |
|
|
2024
Q1 | $305K | Buy |
712
+4
| +0.6% | +$1.71K | ﹤0.01% | 1095 |
|
|
2023
Q4 | $302K | Hold |
708
| – | – | ﹤0.01% | 1064 |
|
|
2023
Q3 | $266K | Buy |
+708
| New | +$266K | ﹤0.01% | 1113 |
|
|
2023
Q2 | – | Sell |
-708
| Closed | -$223K | – | 1192 |
|
|
2023
Q1 | $223K | Buy |
+708
| New | +$223K | ﹤0.01% | 1027 |
|