Modera Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Buy |
1,180
+11
| +0.9% | +$4.86K | 0.01% | 440 |
|
|
2025
Q1 | $594K | Sell |
1,169
-41
| -3% | -$20.8K | 0.01% | 399 |
|
|
2024
Q4 | $573K | Buy |
1,210
+7
| +0.6% | +$3.32K | 0.01% | 410 |
|
|
2024
Q3 | $592K | Sell |
1,203
-488
| -29% | -$240K | 0.01% | 386 |
|
|
2024
Q2 | $783K | Sell |
1,691
-84
| -5% | -$38.9K | 0.01% | 325 |
|
|
2024
Q1 | $767K | Sell |
1,775
-168
| -9% | -$72.6K | 0.01% | 332 |
|
|
2023
Q4 | $833K | Buy |
1,943
+54
| +3% | +$23.1K | 0.01% | 308 |
|
|
2023
Q3 | $714K | Buy |
1,889
+8
| +0.4% | +$3.02K | 0.01% | 316 |
|
|
2023
Q2 | $718K | Buy |
+1,881
| New | +$718K | 0.01% | 332 |
|