Centennial Wealth Advisory’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-776
| Closed | -$395K | – | 176 |
|
|
2025
Q1 | $395K | Buy |
776
+22
| +3% | +$11.2K | 0.14% | 96 |
|
|
2024
Q4 | $358K | Buy |
754
+22
| +3% | +$10.4K | 0.14% | 102 |
|
|
2024
Q3 | $360K | Buy |
732
+10
| +1% | +$4.92K | 0.14% | 95 |
|
|
2024
Q2 | $335K | Sell |
722
-270
| -27% | -$125K | 0.15% | 90 |
|
|
2024
Q1 | $429K | Sell |
992
-43
| -4% | -$18.6K | 0.2% | 70 |
|
|
2023
Q4 | $444K | Sell |
1,035
-59
| -5% | -$25.3K | 0.23% | 65 |
|
|
2023
Q3 | $413K | Sell |
1,094
-38
| -3% | -$14.4K | 0.22% | 72 |
|
|
2023
Q2 | $432K | Buy |
1,132
+45
| +4% | +$17.2K | 0.23% | 62 |
|
|
2023
Q1 | $346K | Sell |
1,087
-435
| -29% | -$138K | 0.18% | 77 |
|
|
2022
Q4 | $380K | Buy |
1,522
+221
| +17% | +$55.1K | 0.21% | 67 |
|
|
2022
Q3 | $335K | Buy |
+1,301
| New | +$335K | 0.2% | 61 |
|