IFP 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 | $237K | Sell |
316
-86
| -21% | -$64.6K | 0.01% | 1186 |
|
|
2025
Q1 | $208K | Buy |
402
+12
| +3% | +$6.21K | 0.01% | 1156 |
|
|
2024
Q4 | $188K | Sell |
390
-142
| -27% | -$68.5K | 0.01% | 1146 |
|
|
2024
Q3 | $262K | Sell |
532
-57
| -10% | -$28K | 0.01% | 962 |
|
|
2024
Q2 | $273K | Sell |
589
-173
| -23% | -$80.1K | 0.01% | 883 |
|
|
2024
Q1 | $329K | Sell |
762
-180
| -19% | -$77.8K | 0.01% | 760 |
|
|
2023
Q4 | $403K | Sell |
942
-407
| -30% | -$174K | 0.02% | 652 |
|
|
2023
Q3 | $509K | Buy |
1,349
+434
| +47% | +$164K | 0.02% | 583 |
|
|
2023
Q2 | $349K | Buy |
915
+660
| +259% | +$252K | 0.01% | 784 |
|
|
2023
Q1 | $47.4K | Sell |
255
-184
| -42% | -$34.2K | ﹤0.01% | 1601 |
|
|
2022
Q4 | $90K | Buy |
439
+111
| +34% | +$22.8K | ﹤0.01% | 1814 |
|
|
2022
Q3 | $60K | Buy |
328
+13
| +4% | +$2.38K | ﹤0.01% | 2240 |
|
|
2022
Q2 | $58K | Hold |
315
| – | – | ﹤0.01% | 2063 |
|
|
2022
Q1 | $58K | Buy |
315
+57
| +22% | +$10.5K | ﹤0.01% | 2063 |
|
|
2021
Q4 | $82K | Buy |
258
+51
| +25% | +$16.2K | ﹤0.01% | 1329 |
|
|
2021
Q3 | $55K | Buy |
207
+29
| +16% | +$7.71K | ﹤0.01% | 1497 |
|
|
2021
Q2 | $49K | Hold |
178
| – | – | ﹤0.01% | 1535 |
|
|
2021
Q1 | $46K | Hold |
178
| – | – | ﹤0.01% | 1504 |
|
|
2020
Q4 | $40K | Buy |
178
+85
| +91% | +$19.1K | ﹤0.01% | 1529 |
|
|
2020
Q3 | $22K | Buy |
93
+5
| +6% | +$1.18K | ﹤0.01% | 1614 |
|
|
2020
Q2 | $15K | Sell |
88
-36
| -29% | -$6.14K | ﹤0.01% | 1675 |
|
|
2020
Q1 | $18K | Buy |
124
+66
| +114% | +$9.58K | ﹤0.01% | 1538 |
|
|
2019
Q4 | $10K | Buy |
58
+7
| +14% | +$1.21K | ﹤0.01% | 1933 |
|
|
2019
Q3 | $8K | Buy |
+51
| New | +$8K | ﹤0.01% | 2178 |
|
|
2019
Q1 | $6K | Buy |
37
+9
| +32% | +$1.46K | ﹤0.01% | 1814 |
|
|
2018
Q4 | $4K | Hold |
28
| – | – | ﹤0.01% | 2921 |
|
|
2018
Q3 | $5K | Sell |
28
-45
| -62% | -$8.04K | ﹤0.01% | 3196 |
|
|
2018
Q2 | $13K | Buy |
73
+28
| +62% | +$4.99K | ﹤0.01% | 2714 |
|
|
2018
Q1 | $8K | Hold |
45
| – | – | ﹤0.01% | 2955 |
|
|
2017
Q4 | $8K | Hold |
45
| – | – | ﹤0.01% | 2952 |
|
|
2017
Q3 | $7K | Hold |
45
| – | – | ﹤0.01% | 3206 |
|
|
2017
Q2 | $7K | Hold |
45
| – | – | ﹤0.01% | 3217 |
|
|
2017
Q1 | $6K | Hold |
45
| – | – | ﹤0.01% | 3191 |
|
|
2016
Q4 | $7K | Buy |
+45
| New | +$7K | ﹤0.01% | 3114 |
|
|
2016
Q3 | – | Sell |
-4
| Closed | -$1K | – | 4039 |
|
|
2016
Q2 | $1K | Sell |
4
-33
| -89% | -$8.25K | ﹤0.01% | 3686 |
|
|
2016
Q1 | $6K | Buy |
37
+33
| +825% | +$5.35K | ﹤0.01% | 1814 |
|
|
2015
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3791 |
|