NewEdge Wealth’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Sell |
11,707
-156
| -1% | -$64.9K | 0.08% | 203 |
|
|
2025
Q1 | $6.03M | Buy |
11,863
+28
| +0.2% | +$14.2K | 0.11% | 156 |
|
|
2024
Q4 | $5.61M | Buy |
11,835
+367
| +3% | +$174K | 0.1% | 167 |
|
|
2024
Q3 | $5.64M | Buy |
11,468
+770
| +7% | +$379K | 0.1% | 174 |
|
|
2024
Q2 | $4.96M | Sell |
10,698
-48
| -0.4% | -$22.2K | 0.11% | 167 |
|
|
2024
Q1 | $4.9M | Buy |
10,746
+1,046
| +11% | +$477K | 0.11% | 166 |
|
|
2023
Q4 | $4.16M | Buy |
9,700
+313
| +3% | +$134K | 0.11% | 166 |
|
|
2023
Q3 | $3.55M | Buy |
9,387
+690
| +8% | +$261K | 0.11% | 163 |
|
|
2023
Q2 | $3.32M | Buy |
8,697
+158
| +2% | +$60.3K | 0.11% | 176 |
|
|
2023
Q1 | $2.72M | Buy |
8,539
+808
| +10% | +$257K | 0.1% | 178 |
|
|
2022
Q4 | $1.93M | Sell |
7,731
-30
| -0.4% | -$7.48K | 0.08% | 214 |
|
|
2022
Q3 | $2M | Buy |
7,761
+277
| +4% | +$71.3K | 0.09% | 189 |
|
|
2022
Q2 | $1.79M | Buy |
+7,484
| New | +$1.79M | 0.08% | 203 |
|