International Private 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 | – | Sell |
-766
| Closed | -$389K | – | 185 |
|
|
2025
Q1 | $389K | Sell |
766
-16
| -2% | -$8.13K | 0.37% | 72 |
|
|
2024
Q4 | $371K | Buy |
782
+9
| +1% | +$4.27K | 0.37% | 72 |
|
|
2024
Q3 | $380K | Sell |
773
-35
| -4% | -$17.2K | 0.56% | 48 |
|
|
2024
Q2 | $374K | Sell |
808
-280
| -26% | -$130K | 0.63% | 44 |
|
|
2024
Q1 | $470K | Buy |
1,088
+424
| +64% | +$183K | 0.91% | 23 |
|
|
2023
Q4 | $285K | Buy |
+664
| New | +$285K | 0.28% | 61 |
|