Bogart Wealth LLC’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1K | Sell |
50
-1
| -2% | -$442 | ﹤0.01% | 605 |
|
|
2025
Q1 | $25.9K | Sell |
51
-3
| -6% | -$1.53K | ﹤0.01% | 524 |
|
|
2024
Q4 | $25.6K | Buy |
54
+4
| +8% | +$1.9K | ﹤0.01% | 526 |
|
|
2024
Q3 | $24.6K | Buy |
50
+14
| +39% | +$6.89K | ﹤0.01% | 520 |
|
|
2024
Q2 | $16.7K | Hold |
36
| – | – | ﹤0.01% | 562 |
|
|
2024
Q1 | $15.6K | Sell |
36
-2
| -5% | -$864 | ﹤0.01% | 560 |
|
|
2023
Q4 | $16.3K | Buy |
38
+2
| +6% | +$857 | ﹤0.01% | 539 |
|
|
2023
Q3 | $13.6K | Hold |
36
| – | – | ﹤0.01% | 539 |
|
|
2023
Q2 | $13.7K | Hold |
36
| – | – | ﹤0.01% | 528 |
|
|
2023
Q1 | $11.5K | Buy |
+36
| New | +$11.5K | ﹤0.01% | 561 |
|
|
2022
Q4 | – | Sell |
-24
| Closed | -$6K | – | 1226 |
|
|
2022
Q3 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 670 |
|