Cetera Investment Advisers’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.66M | Buy |
12,822
+2,276
| +22% | +$882K | 0.01% | 1552 |
|
|
2025
Q4 | $3.55M | Sell |
10,546
-906
| -8% | -$324K | ﹤0.01% | 1709 |
|
|
2025
Q3 | $4.63M | Buy |
11,452
+2,742
| +31% | +$1.17M | 0.01% | 1456 |
|
|
2025
Q2 | $3.85M | Buy |
8,710
+278
| +3% | +$129K | 0.01% | 1362 |
|
|
2025
Q1 | $4.29M | Buy |
8,432
+503
| +6% | +$248K | 0.01% | 1212 |
|
|
2024
Q4 | $3.76M | Buy |
7,929
+398
| +5% | +$202K | 0.01% | 1214 |
|
|
2024
Q3 | $3.7M | Buy |
7,531
+142
| +2% | +$68.3K | 0.01% | 1183 |
|
|
2024
Q2 | $3.42M | Sell |
7,389
-990
| -12% | -$453K | 0.01% | 1207 |
|
|
2024
Q1 | $3.62M | Buy |
8,379
+5,671
| +209% | +$2.28M | 0.01% | 1163 |
|
|
2023
Q4 | $1.16M | Sell |
2,708
-353
| -12% | -$137K | 0.01% | 1023 |
|
|
2023
Q3 | $1.16M | Buy |
3,061
+160
| +6% | +$57.8K | 0.01% | 981 |
|
|
2023
Q2 | $1.11M | Sell |
2,901
-303
| -9% | -$103K | 0.01% | 1015 |
|
|
2023
Q1 | $1.02M | Buy |
3,204
+108
| +3% | +$31.7K | 0.01% | 1025 |
|
|
2022
Q4 | $772K | Buy |
3,096
+412
| +15% | +$108K | 0.01% | 1115 |
|
|
2022
Q3 | $691K | Buy |
2,684
+632
| +31% | +$171K | 0.01% | 864 |
|
|
2022
Q2 | $490K | Buy |
2,052
+182
| +10% | +$47.9K | 0.01% | 1110 |
|
|
2022
Q1 | $570K | Buy |
1,870
+52
| +3% | +$14.8K | 0.01% | 1083 |
|
|
2021
Q4 | $569K | Buy |
1,818
+6
| +0.3% | +$1.78K | 0.01% | 1109 |
|
|
2021
Q3 | $479K | Sell |
1,812
-86
| -5% | -$24.1K | 0.01% | 1166 |
|
|
2021
Q2 | $544K | Buy |
+1,898
| New | +$543K | 0.01% | 1080 |
|
|
2021
Q1 | – | Sell |
-1,986
| Closed | -$450K | – | 1715 |
|
|
2020
Q4 | $450K | Buy |
+1,986
| New | +$456K | 0.01% | 1008 |
|
Other funds holding WSO
VPM
VCM
