GoalVest Advisory’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4K | Buy |
53
+20
| +61% | +$8.83K | 0.01% | 261 |
|
|
2025
Q1 | $16.8K | Hold |
33
| – | – | ﹤0.01% | 246 |
|
|
2024
Q4 | $15.6K | Sell |
33
-51
| -61% | -$24.2K | ﹤0.01% | 260 |
|
|
2024
Q3 | $41.3K | Hold |
84
| – | – | 0.01% | 207 |
|
|
2024
Q2 | $38.9K | Sell |
84
-20
| -19% | -$9.27K | 0.01% | 189 |
|
|
2024
Q1 | $44.9K | Buy |
104
+10
| +11% | +$4.32K | 0.02% | 200 |
|
|
2023
Q4 | $40.3K | Sell |
94
-23
| -20% | -$9.86K | 0.02% | 159 |
|
|
2023
Q3 | $44.2K | Sell |
117
-23
| -16% | -$8.69K | 0.02% | 151 |
|
|
2023
Q2 | $53.4K | Buy |
140
+32
| +30% | +$12.2K | 0.03% | 136 |
|
|
2023
Q1 | $34.4K | Buy |
108
+4
| +4% | +$1.27K | 0.02% | 131 |
|
|
2022
Q4 | $25.9K | Hold |
104
| – | – | 0.02% | 147 |
|
|
2022
Q3 | $27K | Hold |
104
| – | – | 0.02% | 138 |
|
|
2022
Q2 | $25K | Hold |
104
| – | – | 0.02% | 205 |
|
|
2022
Q1 | $32K | Buy |
+104
| New | +$32K | 0.02% | 176 |
|
|
2021
Q2 | $30K | Hold |
104
| – | – | 0.02% | 169 |
|
|
2021
Q1 | $27K | Hold |
104
| – | – | 0.02% | 142 |
|
|
2020
Q4 | $24K | Buy |
+104
| New | +$24K | 0.02% | 145 |
|