HWA
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Heritage Wealth Advisors’s Watsco Inc WSO Stock Holding History

Heritage Wealth Advisors’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-453
Closed -$171K – 595
2023
Q3 		$171K Hold
453
– – 0.01% 208
2023
Q2 		$173K Hold
453
– – 0.01% 212
2023
Q1 		$144K Sell
453
-190
-30% -$55.8K 0.01% 230
2022
Q4 		$160K Hold
643
– – 0.01% 230
2022
Q3 		$166K Hold
643
– – 0.01% 215
2022
Q2 		$154K Hold
643
– – 0.01% 225
2022
Q1 		$196K Hold
643
– – 0.01% 200
2021
Q4 		$201K Hold
643
– – 0.01% 206
2021
Q3 		$170K Hold
643
– – 0.01% 210
2021
Q2 		$184K Hold
643
– – 0.01% 210
2021
Q1 		$168K Hold
643
– – 0.01% 218
2020
Q4 		$146K Hold
643
– – 0.01% 225
2020
Q3 		$150K Hold
643
– – 0.02% 167
2020
Q2 		$114K Hold
643
– – 0.02% 193
2020
Q1 		$102K Sell
643
-2
-0.3% -$338 0.02% 188
2019
Q4 		$116K Buy
645
+382
+145% +$67.2K 0.02% 217
2019
Q3 		$44K Hold
263
– – 0.01% 291
2019
Q2 		$43K Buy
263
+233
+777% +$36.6K 0.01% 269
2019
Q1 		$4.3K Hold
30
– – ﹤0.01% 390
2018
Q4 		$4K Hold
30
– – ﹤0.01% 347
2018
Q3 		$5K Buy
+30
New +$5.3K ﹤0.01% 331

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