Kestra 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 | $610K | Sell |
1,382
-63
| -4% | -$27.8K | ﹤0.01% | 1829 |
|
|
2025
Q1 | $734K | Sell |
1,445
-168
| -10% | -$85.4K | ﹤0.01% | 1576 |
|
|
2024
Q4 | $764K | Buy |
1,613
+377
| +31% | +$179K | ﹤0.01% | 1570 |
|
|
2024
Q3 | $608K | Sell |
1,236
-38
| -3% | -$18.7K | ﹤0.01% | 1637 |
|
|
2024
Q2 | $590K | Sell |
1,274
-40
| -3% | -$18.5K | ﹤0.01% | 1664 |
|
|
2024
Q1 | $568K | Buy |
1,314
+26
| +2% | +$11.2K | ﹤0.01% | 1583 |
|
|
2023
Q4 | $552K | Buy |
1,288
+63
| +5% | +$27K | ﹤0.01% | 1469 |
|
|
2023
Q3 | $463K | Sell |
1,225
-25
| -2% | -$9.44K | ﹤0.01% | 1412 |
|
|
2023
Q2 | $477K | Sell |
1,250
-183
| -13% | -$69.8K | ﹤0.01% | 1339 |
|
|
2023
Q1 | $456K | Sell |
1,433
-917
| -39% | -$292K | ﹤0.01% | 1330 |
|
|
2022
Q4 | $586K | Buy |
2,350
+806
| +52% | +$201K | 0.01% | 1312 |
|
|
2022
Q3 | $398K | Sell |
1,544
-9
| -0.6% | -$2.32K | ﹤0.01% | 1441 |
|
|
2022
Q2 | $371K | Buy |
1,553
+511
| +49% | +$122K | ﹤0.01% | 1494 |
|
|
2022
Q1 | $317K | Sell |
1,042
-102
| -9% | -$31K | ﹤0.01% | 1561 |
|
|
2021
Q4 | $358K | Buy |
1,144
+205
| +22% | +$64.2K | ﹤0.01% | 1506 |
|
|
2021
Q3 | $248K | Sell |
939
-37
| -4% | -$9.77K | ﹤0.01% | 1824 |
|
|
2021
Q2 | $280K | Buy |
976
+79
| +9% | +$22.7K | ﹤0.01% | 1614 |
|
|
2021
Q1 | $234K | Buy |
+897
| New | +$234K | ﹤0.01% | 1620 |
|