Icon 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 | $191K | Sell |
433
-41
| -9% | -$18.1K | 0.01% | 379 |
|
|
2025
Q1 | $241K | Sell |
474
-275
| -37% | -$140K | 0.02% | 320 |
|
|
2024
Q4 | $355K | Sell |
749
-41
| -5% | -$19.4K | 0.03% | 272 |
|
|
2024
Q3 | $389K | Sell |
790
-285
| -27% | -$140K | 0.03% | 247 |
|
|
2024
Q2 | $526K | Buy |
1,075
+5
| +0.5% | +$2.45K | 0.05% | 202 |
|
|
2024
Q1 | $462K | Sell |
1,070
-138
| -11% | -$59.6K | 0.04% | 221 |
|
|
2023
Q4 | $518K | Buy |
+1,208
| New | +$518K | 0.05% | 187 |
|
|
2022
Q4 | $426K | Sell |
1,707
-108
| -6% | -$26.9K | 0.05% | 207 |
|
|
2022
Q3 | $467K | Buy |
+1,815
| New | +$467K | 0.06% | 191 |
|