Belpointe Asset Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
3,102
+299
| +11% | +$132K | 0.06% | 271 |
|
|
2025
Q1 | $1.43M | Buy |
2,803
+69
| +3% | +$35.1K | 0.07% | 254 |
|
|
2024
Q4 | $1.3M | Sell |
2,734
-9
| -0.3% | -$4.28K | 0.08% | 247 |
|
|
2024
Q3 | $1.35M | Buy |
2,743
+400
| +17% | +$197K | 0.08% | 243 |
|
|
2024
Q2 | $1.09M | Buy |
2,343
+40
| +2% | +$18.5K | 0.08% | 249 |
|
|
2024
Q1 | $995K | Buy |
2,303
+338
| +17% | +$146K | 0.07% | 265 |
|
|
2023
Q4 | $842K | Buy |
1,965
+250
| +15% | +$107K | 0.07% | 247 |
|
|
2023
Q3 | $648K | Buy |
1,715
+207
| +14% | +$78.2K | 0.07% | 272 |
|
|
2023
Q2 | $576K | Sell |
1,508
-326
| -18% | -$124K | 0.06% | 275 |
|
|
2023
Q1 | $583K | Buy |
1,834
+227
| +14% | +$72.2K | 0.03% | 501 |
|
|
2022
Q4 | $401K | Sell |
1,607
-89
| -5% | -$22.2K | 0.02% | 628 |
|
|
2022
Q3 | $436K | Buy |
1,696
+476
| +39% | +$122K | 0.03% | 560 |
|
|
2022
Q2 | $291K | Sell |
1,220
-25
| -2% | -$5.96K | 0.02% | 691 |
|
|
2022
Q1 | $379K | Buy |
1,245
+569
| +84% | +$173K | 0.02% | 631 |
|
|
2021
Q4 | $211K | Buy |
676
+2
| +0.3% | +$624 | 0.01% | 870 |
|
|
2021
Q3 | $178K | Buy |
674
+160
| +31% | +$42.3K | 0.01% | 899 |
|
|
2021
Q2 | $147K | Buy |
+514
| New | +$147K | 0.01% | 960 |
|