GIA
GHP Investment Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
4,760
-1,322
| -22% | -$584K | 0.09% | 214 |
|
|
2025
Q1 | $3.09M | Sell |
6,082
-927
| -13% | -$471K | 0.15% | 184 |
|
|
2024
Q4 | $3.32M | Sell |
7,009
-426
| -6% | -$202K | 0.16% | 181 |
|
|
2024
Q3 | $3.66M | Sell |
7,435
-551
| -7% | -$271K | 0.17% | 182 |
|
|
2024
Q2 | $3.7M | Sell |
7,986
-502
| -6% | -$233K | 0.18% | 169 |
|
|
2024
Q1 | $3.67M | Sell |
8,488
-7,083
| -45% | -$3.06M | 0.18% | 174 |
|
|
2023
Q4 | $6.67M | Sell |
15,571
-800
| -5% | -$343K | 0.36% | 103 |
|
|
2023
Q3 | $6.26M | Buy |
16,371
+557
| +4% | +$213K | 0.38% | 95 |
|
|
2023
Q2 | $5.66M | Buy |
15,814
+1,575
| +11% | +$564K | 0.33% | 108 |
|
|
2023
Q1 | $4.53M | Buy |
14,239
+825
| +6% | +$262K | 0.29% | 125 |
|
|
2022
Q4 | $3.35M | Buy |
13,414
+5,012
| +60% | +$1.25M | 0.23% | 156 |
|
|
2022
Q3 | $2.16M | Buy |
8,402
+8,285
| +7,081% | +$2.13M | 0.17% | 192 |
|
|
2022
Q2 | $28K | Sell |
117
-68
| -37% | -$16.3K | ﹤0.01% | 537 |
|
|
2022
Q1 | $56K | Buy |
+185
| New | +$56K | ﹤0.01% | 481 |
|