Moneta Group Investment 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 | $666K | Sell |
1,508
-3
| -0.2% | -$1.33K | 0.01% | 378 |
|
|
2025
Q1 | $768K | Buy |
1,511
+41
| +3% | +$20.8K | 0.01% | 326 |
|
|
2024
Q4 | $697K | Buy |
1,470
+284
| +24% | +$135K | 0.01% | 333 |
|
|
2024
Q3 | $583K | Sell |
1,186
-29
| -2% | -$14.3K | 0.01% | 379 |
|
|
2024
Q2 | $563K | Sell |
1,215
-78
| -6% | -$36.1K | 0.01% | 361 |
|
|
2024
Q1 | $559K | Hold |
1,293
| – | – | 0.01% | 357 |
|
|
2023
Q4 | $554K | Buy |
1,293
+33
| +3% | +$14.1K | 0.01% | 325 |
|
|
2023
Q3 | $476K | Sell |
1,260
-42
| -3% | -$15.9K | 0.01% | 329 |
|
|
2023
Q2 | $497K | Buy |
1,302
+31
| +2% | +$11.8K | 0.01% | 325 |
|
|
2023
Q1 | $404K | Buy |
1,271
+46
| +4% | +$14.6K | 0.01% | 354 |
|
|
2022
Q4 | $352K | Sell |
1,225
-189
| -13% | -$54.3K | 0.01% | 347 |
|
|
2022
Q3 | $364K | Sell |
1,414
-311
| -18% | -$80.1K | 0.01% | 315 |
|
|
2022
Q2 | $412K | Buy |
1,725
+258
| +18% | +$61.6K | 0.01% | 327 |
|
|
2022
Q1 | $447K | Sell |
1,467
-38
| -3% | -$11.6K | 0.02% | 304 |
|
|
2021
Q4 | $471K | Buy |
1,505
+88
| +6% | +$27.5K | 0.02% | 302 |
|
|
2021
Q3 | $375K | Buy |
1,417
+15
| +1% | +$3.97K | 0.02% | 326 |
|
|
2021
Q2 | $402K | Buy |
+1,402
| New | +$402K | 0.02% | 313 |
|
|
2018
Q2 | – | Sell |
-395
| Closed | -$71K | – | 638 |
|
|
2018
Q1 | $71K | Sell |
395
-1,255
| -76% | -$226K | 0.01% | 287 |
|
|
2017
Q4 | $244K | Hold |
1,650
| – | – | 0.04% | 170 |
|
|
2017
Q3 | $266K | Buy |
+1,650
| New | +$266K | 0.04% | 167 |
|