Carson Wealth (CWM LLC)’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
793
-74
| -9% | -$32.7K | ﹤0.01% | 1766 |
|
|
2025
Q1 | $441K | Buy |
867
+21
| +2% | +$10.7K | ﹤0.01% | 1499 |
|
|
2024
Q4 | $401K | Sell |
846
-106
| -11% | -$50.2K | ﹤0.01% | 1470 |
|
|
2024
Q3 | $468K | Buy |
952
+24
| +3% | +$11.8K | ﹤0.01% | 1339 |
|
|
2024
Q2 | $430K | Sell |
928
-29
| -3% | -$13.4K | ﹤0.01% | 1249 |
|
|
2024
Q1 | $413K | Buy |
957
+265
| +38% | +$114K | ﹤0.01% | 1204 |
|
|
2023
Q4 | $297K | Buy |
692
+47
| +7% | +$20.2K | ﹤0.01% | 1250 |
|
|
2023
Q3 | $244K | Buy |
645
+198
| +44% | +$74.9K | ﹤0.01% | 1228 |
|
|
2023
Q2 | $170K | Buy |
447
+18
| +4% | +$6.85K | ﹤0.01% | 1318 |
|
|
2023
Q1 | $137K | Sell |
429
-10
| -2% | -$3.19K | ﹤0.01% | 1346 |
|
|
2022
Q4 | $110K | Buy |
439
+57
| +15% | +$14.3K | ﹤0.01% | 1341 |
|
|
2022
Q3 | $98K | Buy |
382
+90
| +31% | +$23.1K | ﹤0.01% | 1335 |
|
|
2022
Q2 | $70K | Buy |
292
+4
| +1% | +$959 | ﹤0.01% | 1469 |
|
|
2022
Q1 | $88K | Sell |
288
-25
| -8% | -$7.64K | ﹤0.01% | 1373 |
|
|
2021
Q4 | $98K | Buy |
+313
| New | +$98K | ﹤0.01% | 1300 |
|
|
2021
Q2 | $8K | Hold |
28
| – | – | ﹤0.01% | 2204 |
|
|
2021
Q1 | $8K | Hold |
28
| – | – | ﹤0.01% | 2204 |
|
|
2020
Q4 | $8K | Hold |
28
| – | – | ﹤0.01% | 2204 |
|
|
2020
Q3 | $8K | Hold |
28
| – | – | ﹤0.01% | 2204 |
|
|
2020
Q2 | $8K | Hold |
28
| – | – | ﹤0.01% | 2204 |
|
|
2020
Q1 | $8K | Hold |
28
| – | – | ﹤0.01% | 2204 |
|
|
2019
Q4 | $8K | Hold |
28
| – | – | ﹤0.01% | 2204 |
|
|
2019
Q3 | $8K | Hold |
28
| – | – | ﹤0.01% | 2204 |
|
|
2019
Q2 | $8K | Hold |
28
| – | – | ﹤0.01% | 2204 |
|
|
2019
Q1 | $8K | Buy |
+28
| New | +$8K | ﹤0.01% | 2204 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | -$1K | – | 2260 |
|
|
2018
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1769 |
|