Clearstead Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
285
+9
| +3% | +$3.98K | ﹤0.01% | 994 |
|
|
2025
Q1 | $140K | Sell |
276
-581
| -68% | -$295K | ﹤0.01% | 908 |
|
|
2024
Q4 | $406K | Sell |
857
-268
| -24% | -$127K | 0.01% | 631 |
|
|
2024
Q3 | $553K | Sell |
1,125
-43
| -4% | -$21.2K | 0.01% | 544 |
|
|
2024
Q2 | $541K | Buy |
1,168
+1,134
| +3,335% | +$525K | 0.01% | 522 |
|
|
2024
Q1 | $16.3K | Buy |
34
+8
| +31% | +$3.84K | ﹤0.01% | 973 |
|
|
2023
Q4 | $11.1K | Sell |
26
-10
| -28% | -$4.29K | ﹤0.01% | 1038 |
|
|
2023
Q3 | $13.6K | Buy |
36
+28
| +350% | +$10.6K | ﹤0.01% | 1076 |
|
|
2023
Q2 | $3.05K | Sell |
8
-2
| -20% | -$763 | ﹤0.01% | 1096 |
|
|
2023
Q1 | $3.18K | Buy |
+10
| New | +$3.18K | ﹤0.01% | 1074 |
|
|
2021
Q3 | – | Sell |
-8
| Closed | -$2K | – | 1405 |
|
|
2021
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 1097 |
|