Geneos Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $105K | Sell |
237
-1,834
| -89% | -$810K | ﹤0.01% | 1230 |
|
|
2025
Q1 | $1.05M | Buy |
2,071
+1,457
| +237% | +$740K | 0.02% | 647 |
|
|
2024
Q4 | $291K | Buy |
614
+5
| +0.8% | +$2.37K | 0.01% | 720 |
|
|
2024
Q3 | $299K | Buy |
609
+228
| +60% | +$112K | 0.01% | 662 |
|
|
2024
Q2 | $176K | Buy |
381
+8
| +2% | +$3.7K | 0.01% | 735 |
|
|
2024
Q1 | $161K | Sell |
373
-34
| -8% | -$14.7K | 0.01% | 749 |
|
|
2023
Q4 | $174K | Sell |
407
-141
| -26% | -$60.4K | 0.01% | 702 |
|
|
2023
Q3 | $207K | Buy |
548
+45
| +9% | +$17K | 0.01% | 675 |
|
|
2023
Q2 | $192K | Buy |
503
+92
| +22% | +$35.1K | 0.01% | 693 |
|
|
2023
Q1 | $131K | Buy |
411
+92
| +29% | +$29.3K | 0.01% | 763 |
|
|
2022
Q4 | $79.6K | Buy |
319
+71
| +29% | +$17.7K | ﹤0.01% | 891 |
|
|
2022
Q3 | $63K | Buy |
+248
| New | +$63K | ﹤0.01% | 951 |
|
|
2022
Q1 | – | Sell |
-29
| Closed | -$9K | – | 3006 |
|
|
2021
Q4 | $9K | Buy |
29
+8
| +38% | +$2.48K | ﹤0.01% | 2239 |
|
|
2021
Q3 | $5K | Buy |
21
+11
| +110% | +$2.62K | ﹤0.01% | 2478 |
|
|
2021
Q2 | $2K | Sell |
10
-234
| -96% | -$46.8K | ﹤0.01% | 2700 |
|
|
2021
Q1 | $71K | Hold |
244
| – | – | ﹤0.01% | 1447 |
|
|
2020
Q4 | $37K | Buy |
244
+100
| +69% | +$15.2K | ﹤0.01% | 1606 |
|
|
2020
Q3 | $33K | Hold |
144
| – | – | ﹤0.01% | 1434 |
|
|
2020
Q2 | $24K | Buy |
144
+134
| +1,340% | +$22.3K | ﹤0.01% | 1550 |
|
|
2020
Q1 | $1K | Sell |
10
-200
| -95% | -$20K | ﹤0.01% | 2439 |
|
|
2019
Q4 | $37K | Buy |
210
+40
| +24% | +$7.05K | ﹤0.01% | 1415 |
|
|
2019
Q3 | $28K | Sell |
170
-58
| -25% | -$9.55K | ﹤0.01% | 1461 |
|
|
2019
Q2 | $37K | Buy |
228
+218
| +2,180% | +$35.4K | ﹤0.01% | 1348 |
|
|
2019
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 2366 |
|
|
2018
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2345 |
|