HAG
HighPoint Advisor Group’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Buy |
878
+125
| +17% | +$55.2K | 0.02% | 443 |
|
|
2025
Q1 | $343K | Buy |
753
+193
| +34% | +$87.9K | 0.02% | 450 |
|
|
2024
Q4 | $264K | Buy |
+560
| New | +$264K | 0.01% | 551 |
|
|
2024
Q3 | – | Sell |
-502
| Closed | -$242K | – | 729 |
|
|
2024
Q2 | $242K | Sell |
502
-10
| -2% | -$4.82K | 0.01% | 539 |
|
|
2024
Q1 | $245K | Buy |
512
+45
| +10% | +$21.5K | 0.02% | 531 |
|
|
2023
Q4 | $201K | Buy |
+467
| New | +$201K | 0.01% | 597 |
|