JFS 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 | $20.3K | Sell |
46
-1
| -2% | -$442 | ﹤0.01% | 656 |
|
|
2025
Q1 | $23.9K | Buy |
47
+1
| +2% | +$508 | ﹤0.01% | 623 |
|
|
2024
Q4 | $21.8K | Hold |
46
| – | – | ﹤0.01% | 620 |
|
|
2024
Q3 | $22.6K | Buy |
46
+1
| +2% | +$492 | ﹤0.01% | 614 |
|
|
2024
Q2 | $20.8K | Hold |
45
| – | – | ﹤0.01% | 593 |
|
|
2024
Q1 | $19.4K | Hold |
45
| – | – | ﹤0.01% | 632 |
|
|
2023
Q4 | $19.3K | Buy |
45
+3
| +7% | +$1.29K | ﹤0.01% | 592 |
|
|
2023
Q3 | $15.9K | Hold |
42
| – | – | ﹤0.01% | 601 |
|
|
2023
Q2 | $16K | Hold |
42
| – | – | ﹤0.01% | 591 |
|
|
2023
Q1 | $13.4K | Hold |
42
| – | – | ﹤0.01% | 625 |
|
|
2022
Q4 | $10.5K | Sell |
42
-3
| -7% | -$748 | ﹤0.01% | 694 |
|
|
2022
Q3 | $12K | Buy |
45
+14
| +45% | +$3.73K | ﹤0.01% | 689 |
|
|
2022
Q2 | $7K | Sell |
31
-10
| -24% | -$2.26K | ﹤0.01% | 905 |
|
|
2022
Q1 | $12K | Buy |
41
+35
| +583% | +$10.2K | ﹤0.01% | 749 |
|
|
2021
Q4 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 1197 |
|