Glassman Wealth Services’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19
| Closed | -$8.14K | – | 1849 |
|
|
2023
Q4 | $8.14K | Hold |
19
| – | – | ﹤0.01% | 935 |
|
|
2023
Q3 | $7.18K | Hold |
19
| – | – | ﹤0.01% | 957 |
|
|
2023
Q2 | $7.25K | Hold |
19
| – | – | ﹤0.01% | 890 |
|
|
2023
Q1 | $6.05K | Hold |
19
| – | – | ﹤0.01% | 953 |
|
|
2022
Q4 | $4.74K | Hold |
19
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q3 | $5K | Hold |
19
| – | – | ﹤0.01% | 1017 |
|
|
2022
Q2 | $5K | Sell |
19
-4
| -17% | -$1.05K | ﹤0.01% | 1036 |
|
|
2022
Q1 | $7K | Buy |
23
+4
| +21% | +$1.22K | ﹤0.01% | 942 |
|
|
2021
Q4 | $6K | Hold |
19
| – | – | ﹤0.01% | 954 |
|
|
2021
Q3 | $5K | Hold |
19
| – | – | ﹤0.01% | 993 |
|
|
2021
Q2 | $5K | Hold |
19
| – | – | ﹤0.01% | 947 |
|
|
2021
Q1 | $5K | Hold |
19
| – | – | ﹤0.01% | 888 |
|
|
2020
Q4 | $4K | Hold |
19
| – | – | ﹤0.01% | 929 |
|
|
2020
Q3 | $4K | Hold |
19
| – | – | ﹤0.01% | 858 |
|
|
2020
Q2 | $3K | Buy |
19
+12
| +171% | +$1.9K | ﹤0.01% | 798 |
|
|
2020
Q1 | $1K | Buy |
7
+1
| +17% | +$143 | ﹤0.01% | 1021 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1078 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 952 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 958 |
|
|
2019
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 922 |
|