EverSource Wealth Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Sell |
4,147
-920
| -18% | -$406K | 0.08% | 177 |
|
|
2025
Q1 | $2.58M | Buy |
5,067
+567
| +13% | +$288K | 0.14% | 130 |
|
|
2024
Q4 | $2.13M | Buy |
4,500
+391
| +10% | +$185K | 0.12% | 139 |
|
|
2024
Q3 | $2.02M | Buy |
4,109
+400
| +11% | +$197K | 0.13% | 141 |
|
|
2024
Q2 | $1.82M | Buy |
3,709
+335
| +10% | +$164K | 0.12% | 145 |
|
|
2024
Q1 | $1.51M | Buy |
3,374
+2,427
| +256% | +$1.09M | 0.12% | 141 |
|
|
2023
Q4 | $406K | Buy |
947
+3
| +0.3% | +$1.29K | 0.04% | 279 |
|
|
2023
Q3 | $357K | Sell |
944
-25
| -3% | -$9.45K | 0.04% | 272 |
|
|
2023
Q2 | $370K | Buy |
969
+2
| +0.2% | +$763 | 0.04% | 273 |
|
|
2023
Q1 | $308K | Buy |
967
+70
| +8% | +$22.3K | 0.04% | 297 |
|
|
2022
Q4 | $224K | Sell |
897
-671
| -43% | -$167K | 0.03% | 334 |
|
|
2022
Q3 | $405K | Sell |
1,568
-364
| -19% | -$94K | 0.09% | 198 |
|
|
2022
Q2 | $462K | Buy |
1,932
+1,902
| +6,340% | +$455K | 0.12% | 161 |
|
|
2022
Q1 | $9K | Buy |
+30
| New | +$9K | ﹤0.01% | 1044 |
|