LVW 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 | $735K | Sell |
1,664
-159
| -9% | -$70.2K | 0.08% | 136 |
|
|
2025
Q1 | $927K | Sell |
1,823
-91
| -5% | -$46.3K | 0.11% | 112 |
|
|
2024
Q4 | $907K | Sell |
1,914
-12
| -0.6% | -$5.69K | 0.11% | 119 |
|
|
2024
Q3 | $947K | Buy |
1,926
+214
| +13% | +$105K | 0.12% | 119 |
|
|
2024
Q2 | $793K | Buy |
1,712
+179
| +12% | +$82.9K | 0.12% | 114 |
|
|
2024
Q1 | $662K | Sell |
1,533
-63
| -4% | -$27.2K | 0.11% | 130 |
|
|
2023
Q4 | $684K | Buy |
1,596
+6
| +0.4% | +$2.57K | 0.13% | 118 |
|
|
2023
Q3 | $601K | Sell |
1,590
-129
| -8% | -$48.7K | 0.12% | 106 |
|
|
2023
Q2 | $656K | Sell |
1,719
-15
| -0.9% | -$5.72K | 0.13% | 106 |
|
|
2023
Q1 | $552K | Sell |
1,734
-45
| -3% | -$14.3K | 0.11% | 132 |
|
|
2022
Q4 | $444K | Sell |
1,779
-120
| -6% | -$29.9K | 0.09% | 153 |
|
|
2022
Q3 | $489K | Buy |
1,899
+117
| +7% | +$30.1K | 0.11% | 132 |
|
|
2022
Q2 | $426K | Buy |
+1,782
| New | +$426K | 0.09% | 151 |
|