Checchi Capital Advisers’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Sell |
693
-42
| -6% | -$18.5K | 0.02% | 448 |
|
|
2025
Q1 | $374K | Buy |
735
+39
| +6% | +$19.8K | 0.02% | 392 |
|
|
2024
Q4 | $330K | Buy |
696
+4
| +0.6% | +$1.9K | 0.02% | 414 |
|
|
2024
Q3 | $340K | Hold |
692
| – | – | 0.02% | 417 |
|
|
2024
Q2 | $321K | Hold |
692
| – | – | 0.02% | 414 |
|
|
2024
Q1 | $299K | Sell |
692
-3
| -0.4% | -$1.3K | 0.02% | 445 |
|
|
2023
Q4 | $298K | Buy |
695
+52
| +8% | +$22.3K | 0.02% | 424 |
|
|
2023
Q3 | $243K | Sell |
643
-85
| -12% | -$32.1K | 0.02% | 452 |
|
|
2023
Q2 | $278K | Sell |
728
-6
| -0.8% | -$2.29K | 0.02% | 448 |
|
|
2023
Q1 | $234K | Buy |
+734
| New | +$234K | 0.02% | 488 |
|
|
2016
Q3 | – | Sell |
-129
| Closed | -$18K | – | 1218 |
|
|
2016
Q2 | $18K | Buy |
129
+8
| +7% | +$1.12K | ﹤0.01% | 1180 |
|
|
2016
Q1 | $16K | Buy |
+121
| New | +$16K | ﹤0.01% | 1220 |
|