Insigneo Advisory Services’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
535
-45
| -8% | -$19.9K | 0.02% | 521 |
|
|
2025
Q1 | $295K | Buy |
580
+37
| +7% | +$18.8K | 0.03% | 417 |
|
|
2024
Q4 | $257K | Sell |
543
-26
| -5% | -$12.3K | 0.03% | 456 |
|
|
2024
Q3 | $280K | Sell |
569
-89
| -14% | -$43.8K | 0.03% | 462 |
|
|
2024
Q2 | $304K | Buy |
658
+16
| +2% | +$7.38K | 0.03% | 404 |
|
|
2024
Q1 | $277K | Buy |
642
+41
| +7% | +$17.7K | 0.03% | 401 |
|
|
2023
Q4 | $258K | Sell |
601
-59
| -9% | -$25.3K | 0.04% | 370 |
|
|
2023
Q3 | $249K | Buy |
+660
| New | +$249K | 0.05% | 320 |
|