EI
Ellevest Inc’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
951
+8
| +0.8% | +$3.53K | 0.07% | 229 |
|
|
2025
Q1 | $479K | Buy |
943
+6
| +0.6% | +$3.05K | 0.03% | 204 |
|
|
2024
Q4 | $444K | Sell |
937
-21
| -2% | -$9.95K | 0.03% | 225 |
|
|
2024
Q3 | $471K | Sell |
958
-1
| -0.1% | -$492 | 0.03% | 229 |
|
|
2024
Q2 | $444K | Buy |
959
+45
| +5% | +$20.8K | 0.03% | 231 |
|
|
2024
Q1 | $395K | Sell |
914
-1
| -0.1% | -$432 | 0.02% | 261 |
|
|
2023
Q4 | $392K | Buy |
915
+8
| +0.9% | +$3.43K | 0.03% | 238 |
|
|
2023
Q3 | $343K | Sell |
907
-1
| -0.1% | -$378 | 0.03% | 234 |
|
|
2023
Q2 | $346K | Buy |
908
+8
| +0.9% | +$3.05K | 0.03% | 242 |
|
|
2023
Q1 | $286K | Hold |
900
| – | – | 0.02% | 255 |
|
|
2022
Q4 | $224K | Sell |
900
-3
| -0.3% | -$748 | 0.02% | 276 |
|
|
2022
Q3 | $232K | Hold |
903
| – | – | 0.02% | 249 |
|
|
2022
Q2 | $216K | Sell |
903
-11
| -1% | -$2.63K | 0.02% | 265 |
|
|
2022
Q1 | $278K | Buy |
914
+11
| +1% | +$3.35K | 0.02% | 256 |
|
|
2021
Q4 | $283K | Buy |
903
+1
| +0.1% | +$313 | 0.03% | 227 |
|
|
2021
Q3 | $239K | Buy |
902
+2
| +0.2% | +$530 | 0.02% | 244 |
|
|
2021
Q2 | $258K | Hold |
900
| – | – | 0.03% | 202 |
|
|
2021
Q1 | $235K | Hold |
900
| – | – | 0.03% | 189 |
|
|
2020
Q4 | $204K | Sell |
900
-534
| -37% | -$121K | 0.03% | 164 |
|
|
2020
Q3 | $334K | Hold |
1,434
| – | – | 0.06% | 89 |
|
|
2020
Q2 | $255K | Hold |
1,434
| – | – | 0.05% | 98 |
|
|
2020
Q1 | $227K | Buy |
+1,434
| New | +$227K | 0.06% | 81 |
|