Farther Finance 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 | $824K | Buy |
1,865
+260
| +16% | +$115K | 0.02% | 681 |
|
|
2025
Q1 | $821K | Buy |
1,605
+117
| +8% | +$59.9K | 0.02% | 586 |
|
|
2024
Q4 | $705K | Sell |
1,488
-144
| -9% | -$68.3K | 0.03% | 483 |
|
|
2024
Q3 | $803K | Sell |
1,632
-476
| -23% | -$234K | 0.03% | 417 |
|
|
2024
Q2 | $974K | Buy |
2,108
+920
| +77% | +$425K | 0.05% | 308 |
|
|
2024
Q1 | $516K | Buy |
1,188
+596
| +101% | +$259K | 0.03% | 385 |
|
|
2023
Q4 | $254K | Buy |
592
+301
| +103% | +$129K | 0.02% | 498 |
|
|
2023
Q3 | $110K | Buy |
291
+21
| +8% | +$7.93K | 0.02% | 522 |
|
|
2023
Q2 | $103K | Buy |
270
+19
| +8% | +$7.25K | 0.02% | 451 |
|
|
2023
Q1 | $79.9K | Buy |
251
+225
| +865% | +$71.6K | 0.02% | 471 |
|
|
2022
Q4 | $6.48K | Buy |
+26
| New | +$6.48K | ﹤0.01% | 1085 |
|