Frontier Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $9.04M | Buy |
37,864
+11,428
| +43% | +$2.73M | 0.66% | 37 |
|
|
2022
Q1 | $7.64M | Buy |
26,436
+5,270
| +25% | +$1.52M | 0.1% | 39 |
|
|
2021
Q4 | $6.62M | Hold |
21,166
| – | – | 0.44% | 50 |
|
|
2021
Q3 | $5.6M | Buy |
21,166
+4,266
| +25% | +$1.13M | 0.39% | 53 |
|
|
2021
Q2 | $4.84M | Buy |
16,900
+1,142
| +7% | +$327K | 0.34% | 61 |
|
|
2021
Q1 | $4.11M | Buy |
15,758
+100
| +0.6% | +$26.1K | 0.32% | 64 |
|
|
2020
Q4 | $3.55M | Buy |
15,658
+2,298
| +17% | +$521K | 0.29% | 70 |
|
|
2020
Q3 | $3.11M | Sell |
13,360
-3,531
| -21% | -$822K | 0.29% | 68 |
|
|
2020
Q2 | $3M | Sell |
16,891
-450
| -3% | -$80K | 0.28% | 69 |
|
|
2020
Q1 | $2.74M | Buy |
17,341
+12,741
| +277% | +$2.01M | 0.45% | 60 |
|
|
2019
Q4 | $829K | Sell |
4,600
-500
| -10% | -$90.1K | 0.13% | 131 |
|
|
2019
Q3 | $863K | Buy |
+5,100
| New | +$863K | 0.13% | 134 |
|