CreativeOne Wealth’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
2,561
-596
| -19% | -$263K | 0.03% | 495 |
|
|
2025
Q1 | $1.6M | Buy |
3,157
+230
| +8% | +$117K | 0.05% | 351 |
|
|
2024
Q4 | $1.39M | Buy |
2,927
+107
| +4% | +$50.7K | 0.04% | 373 |
|
|
2024
Q3 | $1.39M | Buy |
2,820
+499
| +21% | +$245K | 0.05% | 343 |
|
|
2024
Q2 | $1.08M | Sell |
2,321
-260
| -10% | -$120K | 0.05% | 310 |
|
|
2024
Q1 | $1.12M | Buy |
2,581
+630
| +32% | +$272K | 0.04% | 353 |
|
|
2023
Q4 | $836K | Sell |
1,951
-110
| -5% | -$47.1K | 0.05% | 277 |
|
|
2023
Q3 | $778K | Sell |
2,061
-602
| -23% | -$227K | 0.06% | 271 |
|
|
2023
Q2 | $1.02M | Buy |
2,663
+212
| +9% | +$80.9K | 0.05% | 330 |
|
|
2023
Q1 | $780K | Buy |
2,451
+65
| +3% | +$20.7K | 0.04% | 357 |
|
|
2022
Q4 | $595K | Sell |
2,386
-9
| -0.4% | -$2.24K | 0.03% | 384 |
|
|
2022
Q3 | $617K | Sell |
2,395
-550
| -19% | -$142K | 0.04% | 359 |
|
|
2022
Q2 | $703K | Buy |
2,945
+22
| +0.8% | +$5.25K | 0.04% | 319 |
|
|
2022
Q1 | $891K | Buy |
2,923
+194
| +7% | +$59.1K | 0.05% | 296 |
|
|
2021
Q4 | $854K | Buy |
2,729
+161
| +6% | +$50.4K | 0.04% | 323 |
|
|
2021
Q3 | $668K | Buy |
2,568
+525
| +26% | +$137K | 0.04% | 334 |
|
|
2021
Q2 | $586K | Buy |
2,043
+15
| +0.7% | +$4.3K | 0.04% | 349 |
|
|
2021
Q1 | $529K | Buy |
2,028
+1,026
| +102% | +$268K | 0.04% | 318 |
|
|
2020
Q4 | $227K | Buy |
1,002
+88
| +10% | +$19.9K | 0.02% | 453 |
|
|
2020
Q3 | $213K | Buy |
+914
| New | +$213K | 0.03% | 252 |
|