Glen Eagle Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.1K | Sell |
193
-24
| -11% | -$10.6K | 0.01% | 333 |
|
|
2025
Q1 | $110K | Sell |
217
-84
| -28% | -$42.8K | 0.02% | 301 |
|
|
2024
Q4 | $143K | Sell |
301
-49
| -14% | -$23.3K | 0.02% | 271 |
|
|
2024
Q3 | $172K | Sell |
350
-247
| -41% | -$122K | 0.03% | 258 |
|
|
2024
Q2 | $277K | Buy |
597
+255
| +75% | +$118K | 0.05% | 203 |
|
|
2024
Q1 | $148K | Buy |
342
+34
| +11% | +$14.7K | 0.03% | 265 |
|
|
2023
Q4 | $132K | Buy |
308
+98
| +47% | +$42K | 0.03% | 263 |
|
|
2023
Q3 | $79.3K | Buy |
210
+200
| +2,000% | +$75.5K | 0.02% | 319 |
|
|
2023
Q2 | $3.82K | Buy |
+10
| New | +$3.82K | ﹤0.01% | 773 |
|