Great Valley Advisor Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
599
-537
| -47% | -$237K | 0.01% | 779 |
|
|
2025
Q1 | $577K | Sell |
1,136
-8,487
| -88% | -$4.31M | 0.01% | 558 |
|
|
2024
Q4 | $4.56M | Buy |
9,623
+830
| +9% | +$393K | 0.1% | 187 |
|
|
2024
Q3 | $4.32M | Buy |
8,793
+2,816
| +47% | +$1.38M | 0.11% | 196 |
|
|
2024
Q2 | $2.77M | Buy |
5,977
+1,133
| +23% | +$525K | 0.08% | 238 |
|
|
2024
Q1 | $2.09M | Buy |
4,844
+1,862
| +62% | +$804K | 0.06% | 265 |
|
|
2023
Q4 | $1.28M | Buy |
2,982
+1,768
| +146% | +$758K | 0.04% | 306 |
|
|
2023
Q3 | $458K | Buy |
+1,214
| New | +$458K | 0.02% | 453 |
|