LGT Financial 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 | $3.45K | Hold |
8
| – | – | 0.01% | 325 |
|
|
2025
Q1 | $3.95K | Sell |
8
-115
| -93% | -$56.8K | 0.01% | 244 |
|
|
2024
Q4 | $58.2K | Hold |
123
| – | – | 0.13% | 135 |
|
|
2024
Q3 | $60.3K | Sell |
123
-50
| -29% | -$24.5K | 0.15% | 107 |
|
|
2024
Q2 | $80K | Sell |
173
-350
| -67% | -$162K | 0.17% | 105 |
|
|
2024
Q1 | $226K | Sell |
523
-131
| -20% | -$56.5K | 0.26% | 81 |
|
|
2023
Q4 | $280K | Buy |
654
+17
| +3% | +$7.28K | 0.34% | 62 |
|
|
2023
Q3 | $241K | Sell |
637
-62
| -9% | -$23.4K | 0.31% | 68 |
|
|
2023
Q2 | $267K | Sell |
699
-116
| -14% | -$44.3K | 0.28% | 88 |
|
|
2023
Q1 | $259K | Sell |
815
-279
| -26% | -$88.8K | 0.48% | 60 |
|
|
2022
Q4 | $273K | Buy |
+1,094
| New | +$273K | 0.32% | 71 |
|