GFPC
Global Financial Private Client’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-53
| Closed | -$26.9K | – | 1615 |
|
|
2025
Q1 | $26.9K | Buy |
53
+4
| +8% | +$2.03K | 0.01% | 403 |
|
|
2024
Q4 | $23.2K | Buy |
49
+2
| +4% | +$948 | 0.01% | 408 |
|
|
2024
Q3 | $23.1K | Hold |
47
| – | – | 0.01% | 409 |
|
|
2024
Q2 | $21.8K | Hold |
47
| – | – | 0.01% | 377 |
|
|
2024
Q1 | $20.4K | Hold |
47
| – | – | 0.01% | 395 |
|
|
2023
Q4 | $20.1K | Hold |
47
| – | – | 0.01% | 394 |
|
|
2023
Q3 | $17.7K | Hold |
47
| – | – | 0.01% | 380 |
|
|
2023
Q2 | $17.8K | Hold |
47
| – | – | 0.01% | 381 |
|
|
2023
Q1 | $15K | Buy |
47
+31
| +194% | +$9.93K | 0.01% | 401 |
|
|
2022
Q4 | $3.99K | Hold |
16
| – | – | ﹤0.01% | 506 |
|
|
2022
Q3 | $4.25K | Hold |
16
| – | – | ﹤0.01% | 481 |
|
|
2022
Q2 | $3.86K | Hold |
16
| – | – | ﹤0.01% | 473 |
|
|
2022
Q1 | $4.87K | Hold |
16
| – | – | ﹤0.01% | 470 |
|
|
2021
Q4 | $5.01K | Hold |
16
| – | – | ﹤0.01% | 453 |
|
|
2021
Q3 | $4.28K | Hold |
16
| – | – | ﹤0.01% | 406 |
|
|
2021
Q2 | $4.63K | Hold |
16
| – | – | ﹤0.01% | 415 |
|
|
2021
Q1 | $4.28K | Hold |
16
| – | – | ﹤0.01% | 373 |
|
|
2020
Q4 | $3.63K | Hold |
16
| – | – | ﹤0.01% | 374 |
|
|
2020
Q3 | $3.71K | Hold |
16
| – | – | ﹤0.01% | 359 |
|
|
2020
Q2 | $2.85K | Hold |
16
| – | – | ﹤0.01% | 419 |
|
|
2020
Q1 | $2.53K | Hold |
16
| – | – | ﹤0.01% | 430 |
|
|
2019
Q4 | $2.88K | Buy |
+16
| New | +$2.88K | ﹤0.01% | 447 |
|