Pinnacle Wealth Planning 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 | $654K | Buy |
1,481
+57
| +4% | +$25.2K | 0.09% | 148 |
|
|
2025
Q1 | $724K | Buy |
1,424
+13
| +0.9% | +$6.61K | 0.11% | 112 |
|
|
2024
Q4 | $669K | Sell |
1,411
-4
| -0.3% | -$1.9K | 0.1% | 120 |
|
|
2024
Q3 | $696K | Hold |
1,415
| – | – | 0.09% | 138 |
|
|
2024
Q2 | $655K | Buy |
1,415
+5
| +0.4% | +$2.32K | 0.09% | 133 |
|
|
2024
Q1 | $609K | Buy |
1,410
+15
| +1% | +$6.48K | 0.09% | 151 |
|
|
2023
Q4 | $598K | Buy |
1,395
+20
| +1% | +$8.57K | 0.09% | 143 |
|
|
2023
Q3 | $519K | Hold |
1,375
| – | – | 0.09% | 152 |
|
|
2023
Q2 | $525K | Hold |
1,375
| – | – | 0.08% | 160 |
|
|
2023
Q1 | $437K | Hold |
1,375
| – | – | 0.07% | 194 |
|
|
2022
Q4 | $343K | Hold |
1,375
| – | – | 0.06% | 236 |
|
|
2022
Q3 | $354K | Hold |
1,375
| – | – | 0.07% | 196 |
|
|
2022
Q2 | $328K | Hold |
1,375
| – | – | 0.06% | 227 |
|
|
2022
Q1 | $419K | Sell |
1,375
-2
| -0.1% | -$609 | 0.08% | 195 |
|
|
2021
Q4 | $431K | Buy |
+1,377
| New | +$431K | 0.08% | 182 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 1959 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2315 |
|