Heartwood Wealth 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 | $336K | Hold |
761
| – | – | 0.04% | 140 |
|
|
2025
Q1 | $387K | Hold |
761
| – | – | 0.04% | 113 |
|
|
2024
Q4 | $361K | Hold |
761
| – | – | 0.04% | 115 |
|
|
2024
Q3 | $374K | Hold |
761
| – | – | 0.04% | 118 |
|
|
2024
Q2 | $353K | Hold |
761
| – | – | 0.04% | 120 |
|
|
2024
Q1 | $329K | Hold |
761
| – | – | 0.04% | 113 |
|
|
2023
Q4 | $326K | Hold |
761
| – | – | 0.04% | 106 |
|
|
2023
Q3 | $287K | Buy |
761
+37
| +5% | +$14K | 0.04% | 107 |
|
|
2023
Q2 | $276K | Buy |
724
+89
| +14% | +$34K | 0.04% | 116 |
|
|
2023
Q1 | $202K | Buy |
+635
| New | +$202K | 0.03% | 129 |
|