Global Retirement Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.2K | Buy |
+134
| New | +$59.2K | ﹤0.01% | 1681 |
|
|
2024
Q4 | $100K | Buy |
212
+88
| +71% | +$41.7K | ﹤0.01% | 1264 |
|
|
2024
Q3 | $61K | Buy |
124
+2
| +2% | +$984 | ﹤0.01% | 1470 |
|
|
2024
Q2 | $56.5K | Buy |
122
+62
| +103% | +$28.7K | ﹤0.01% | 1472 |
|
|
2024
Q1 | $25.9K | Buy |
60
+14
| +30% | +$6.05K | ﹤0.01% | 1702 |
|
|
2023
Q4 | $18.5K | Buy |
46
+11
| +31% | +$4.42K | ﹤0.01% | 1794 |
|
|
2023
Q3 | $13.4K | Buy |
35
+4
| +13% | +$1.53K | ﹤0.01% | 1828 |
|
|
2023
Q2 | $11.8K | Hold |
31
| – | – | ﹤0.01% | 1900 |
|
|
2023
Q1 | $10.5K | Buy |
31
+5
| +19% | +$1.69K | ﹤0.01% | 1906 |
|
|
2022
Q4 | $6.48K | Sell |
26
-32
| -55% | -$7.98K | ﹤0.01% | 1934 |
|
|
2022
Q3 | $16K | Buy |
58
+8
| +16% | +$2.21K | ﹤0.01% | 1494 |
|
|
2022
Q2 | $12K | Buy |
50
+4
| +9% | +$960 | ﹤0.01% | 1567 |
|
|
2022
Q1 | $11K | Buy |
+46
| New | +$11K | ﹤0.01% | 1598 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | -$1K | – | 1907 |
|
|
2020
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1698 |
|
|
2019
Q2 | – | Sell |
-35
| Closed | -$5K | – | 1722 |
|
|
2019
Q1 | $5K | Sell |
35
-64
| -65% | -$9.14K | ﹤0.01% | 1261 |
|
|
2018
Q4 | $14K | Hold |
99
| – | – | ﹤0.01% | 874 |
|
|
2018
Q3 | $18K | Buy |
99
+64
| +183% | +$11.6K | ﹤0.01% | 860 |
|
|
2018
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 1172 |
|
|
2018
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 1129 |
|
|
2017
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 1081 |
|
|
2017
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 1020 |
|
|
2017
Q2 | $5K | Sell |
35
-16
| -31% | -$2.29K | ﹤0.01% | 955 |
|
|
2017
Q1 | $7K | Hold |
51
| – | – | ﹤0.01% | 845 |
|
|
2016
Q4 | $8K | Buy |
+51
| New | +$8K | 0.01% | 757 |
|