Financial Gravity Asset Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $463 | Sell |
1
-9
| -90% | -$4.17K | ﹤0.01% | 921 |
|
|
2024
Q1 | $4.31K | Sell |
10
-25
| -71% | -$10.8K | ﹤0.01% | 895 |
|
|
2023
Q4 | $12.9K | Hold |
35
| – | – | ﹤0.01% | 744 |
|
|
2023
Q3 | $12.5K | Sell |
35
-346
| -91% | -$123K | ﹤0.01% | 576 |
|
|
2023
Q2 | $4.06K | Buy |
381
+63
| +20% | +$671 | 0.01% | 512 |
|
|
2023
Q1 | $395 | Buy |
318
+69
| +28% | +$86 | 0.01% | 479 |
|
|
2022
Q4 | $4.08K | Sell |
249
-1,293
| -84% | -$21.2K | 0.02% | 433 |
|
|
2022
Q3 | $329 | Buy |
1,542
+108
| +8% | +$23 | 0.01% | 457 |
|
|
2022
Q2 | $305 | Sell |
1,434
-701
| -33% | -$149 | 0.01% | 465 |
|
|
2022
Q1 | $394 | Buy |
2,135
+257
| +14% | +$47 | 0.01% | 441 |
|
|
2021
Q4 | $401 | Buy |
1,878
+1,877
| +187,700% | +$401 | 0.01% | 520 |
|
|
2021
Q3 | $265K | Hold |
1
| – | – | 0.12% | 135 |
|
|
2021
Q2 | $287K | Sell |
1
-3
| -75% | -$861K | 0.1% | 130 |
|
|
2021
Q1 | $1.16K | Sell |
4
-1
| -20% | -$290 | 0.02% | 279 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 462 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$7.97K | – | 942 |
|
|
2020
Q1 | $7.97K | Sell |
50
-41
| -45% | -$6.53K | 0.02% | 264 |
|
|
2019
Q4 | $180K | Sell |
91
-25
| -22% | -$49.5K | 0.12% | 136 |
|
|
2019
Q3 | $20K | Buy |
116
+96
| +480% | +$16.6K | 0.02% | 457 |
|
|
2019
Q2 | $3K | Buy |
20
+1
| +5% | +$150 | ﹤0.01% | 844 |
|
|
2019
Q1 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 882 |
|
|
2018
Q3 | $259K | Buy |
1,815
+138
| +8% | +$19.7K | 0.27% | 75 |
|
|
2018
Q2 | $288K | Buy |
1,677
+114
| +7% | +$19.6K | 0.27% | 66 |
|
|
2018
Q1 | $261K | Buy |
+1,563
| New | +$261K | 0.27% | 66 |
|