MGWM
Marks Group Wealth Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.34M | Buy |
18,874
+934
| +5% | +$412K | 0.78% | 59 |
|
|
2025
Q1 | $9.12M | Buy |
17,940
+413
| +2% | +$210K | 0.88% | 32 |
|
|
2024
Q4 | $8.31M | Sell |
17,527
-641
| -4% | -$304K | 0.82% | 48 |
|
|
2024
Q3 | $8.94M | Buy |
18,168
+473
| +3% | +$233K | 0.85% | 41 |
|
|
2024
Q2 | $8.2M | Sell |
17,695
-1,047
| -6% | -$485K | 0.86% | 38 |
|
|
2024
Q1 | $8.1M | Sell |
18,742
-53
| -0.3% | -$22.9K | 0.85% | 44 |
|
|
2023
Q4 | $8.05M | Sell |
18,795
-422
| -2% | -$181K | 0.92% | 25 |
|
|
2023
Q3 | $7.26M | Hold |
19,217
| – | – | 0.9% | 29 |
|
|
2023
Q2 | $7.33M | Sell |
19,217
-2,759
| -13% | -$1.05M | 0.87% | 39 |
|
|
2023
Q1 | $6.99M | Buy |
21,976
+830
| +4% | +$264K | 0.89% | 34 |
|
|
2022
Q4 | $5.27M | Sell |
21,146
-1,985
| -9% | -$495K | 0.72% | 63 |
|
|
2022
Q3 | $5.96M | Buy |
23,131
+522
| +2% | +$134K | 0.91% | 33 |
|
|
2022
Q2 | $5.4M | Buy |
22,609
+1,163
| +5% | +$278K | 0.78% | 57 |
|
|
2022
Q1 | $6.53M | Buy |
21,446
+10,169
| +90% | +$3.1M | 0.82% | 40 |
|
|
2021
Q4 | $3.53M | Buy |
+11,277
| New | +$3.53M | 0.43% | 88 |
|
|
2021
Q1 | – | Sell |
-8,586
| Closed | -$1.95M | – | 272 |
|
|
2020
Q4 | $1.95M | Sell |
8,586
-45
| -0.5% | -$10.2K | 0.3% | 106 |
|
|
2020
Q3 | $2.01M | Sell |
8,631
-15,375
| -64% | -$3.58M | 0.36% | 99 |
|
|
2020
Q2 | $4.27M | Buy |
24,006
+70
| +0.3% | +$12.5K | 0.87% | 42 |
|
|
2020
Q1 | $3.78M | Sell |
23,936
-3,125
| -12% | -$494K | 0.98% | 16 |
|
|
2019
Q4 | $4.88M | Buy |
+27,061
| New | +$4.88M | 0.96% | 25 |
|