Heritage Wealth Management (Arizona)’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $442K | Sell |
953
-129
| -12% | -$59.8K | 0.25% | 85 |
|
|
2024
Q1 | $468K | Sell |
1,082
-34
| -3% | -$14.7K | 0.24% | 89 |
|
|
2023
Q4 | $478K | Buy |
+1,116
| New | +$478K | 0.26% | 83 |
|
|
2022
Q4 | $734K | Buy |
2,945
+1,649
| +127% | +$411K | 0.1% | 141 |
|
|
2022
Q3 | $334K | Buy |
1,296
+153
| +13% | +$39.4K | 0.11% | 135 |
|
|
2022
Q2 | $273K | Buy |
+1,143
| New | +$273K | 0.09% | 172 |
|