Nicolet Advisory Services’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Sell |
1,588
-117
| -7% | -$50.9K | 0.06% | 173 |
|
|
2025
Q1 | $851K | Buy |
1,705
+25
| +1% | +$12.5K | 0.08% | 127 |
|
|
2024
Q4 | $779K | Buy |
1,680
+131
| +8% | +$60.8K | 0.07% | 146 |
|
|
2024
Q3 | $750K | Buy |
1,549
+55
| +4% | +$26.6K | 0.07% | 143 |
|
|
2024
Q2 | $726K | Buy |
1,494
+263
| +21% | +$128K | 0.07% | 135 |
|
|
2024
Q1 | $538K | Buy |
1,231
+300
| +32% | +$131K | 0.05% | 164 |
|
|
2023
Q4 | $378K | Buy |
931
+159
| +21% | +$64.6K | 0.04% | 206 |
|
|
2023
Q3 | $296K | Sell |
772
-49
| -6% | -$18.8K | 0.03% | 229 |
|
|
2023
Q2 | $306K | Buy |
821
+53
| +7% | +$19.8K | 0.03% | 223 |
|
|
2023
Q1 | $232K | Buy |
+768
| New | +$232K | 0.03% | 255 |
|