Independent Advisor Alliance’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
476
-52
| -10% | -$23K | 0.01% | 831 |
|
|
2025
Q1 | $268K | Buy |
528
+63
| +14% | +$32K | 0.01% | 688 |
|
|
2024
Q4 | $220K | Buy |
+465
| New | +$220K | ﹤0.01% | 1256 |
|
|
2023
Q4 | – | Sell |
-1,813
| Closed | -$685K | – | 709 |
|
|
2023
Q3 | $685K | Buy |
1,813
+502
| +38% | +$190K | 0.03% | 355 |
|
|
2023
Q2 | $500K | Buy |
+1,311
| New | +$500K | 0.02% | 427 |
|