Bell Investment Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Sell |
26
-2
| -7% | -$883 | ﹤0.01% | 620 |
|
|
2025
Q1 | $14.2K | Buy |
28
+2
| +8% | +$1.02K | ﹤0.01% | 486 |
|
|
2024
Q4 | $12.3K | Hold |
26
| – | – | ﹤0.01% | 525 |
|
|
2024
Q3 | $12.8K | Hold |
26
| – | – | ﹤0.01% | 532 |
|
|
2024
Q2 | $12K | Hold |
26
| – | – | ﹤0.01% | 541 |
|
|
2024
Q1 | $11.2K | Hold |
26
| – | – | ﹤0.01% | 542 |
|
|
2023
Q4 | $11.1K | Sell |
26
-1
| -4% | -$429 | ﹤0.01% | 517 |
|
|
2023
Q3 | $10.2K | Sell |
27
-1
| -4% | -$378 | ﹤0.01% | 501 |
|
|
2023
Q2 | $10.7K | Hold |
28
| – | – | ﹤0.01% | 490 |
|
|
2023
Q1 | $8.91K | Buy |
28
+4
| +17% | +$1.27K | ﹤0.01% | 525 |
|
|
2022
Q4 | $5.99K | Hold |
24
| – | – | ﹤0.01% | 716 |
|
|
2022
Q3 | $6K | Sell |
24
-18
| -43% | -$4.5K | ﹤0.01% | 630 |
|
|
2022
Q2 | $10K | Buy |
+42
| New | +$10K | ﹤0.01% | 442 |
|
|
2021
Q4 | $21K | Buy |
66
+17
| +35% | +$5.41K | 0.01% | 308 |
|
|
2021
Q3 | $13K | Buy |
+49
| New | +$13K | ﹤0.01% | 398 |
|