Plante Moran Financial Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17
| Closed | -$8.06K | – | 997 |
|
|
2024
Q4 | $8.06K | Buy |
17
+16
| +1,600% | +$7.58K | ﹤0.01% | 611 |
|
|
2024
Q3 | $492 | Buy |
+1
| New | +$492 | ﹤0.01% | 823 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$26K | – | 989 |
|
|
2022
Q3 | $26K | Buy |
100
+92
| +1,150% | +$23.9K | ﹤0.01% | 412 |
|
|
2022
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 858 |
|
|
2020
Q4 | – | Sell |
-35
| Closed | -$8K | – | 1037 |
|
|
2020
Q3 | $8K | Buy |
+35
| New | +$8K | ﹤0.01% | 641 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$2K | – | 974 |
|
|
2018
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 712 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | -$1K | – | 986 |
|
|
2018
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 921 |
|
|
2017
Q1 | – | Sell |
-23
| Closed | -$3K | – | 1047 |
|
|
2016
Q4 | $3K | Sell |
23
-3
| -12% | -$391 | ﹤0.01% | 821 |
|
|
2016
Q3 | $4K | Buy |
26
+3
| +13% | +$462 | ﹤0.01% | 756 |
|
|
2016
Q2 | $3K | Sell |
23
-5
| -18% | -$652 | ﹤0.01% | 751 |
|
|
2016
Q1 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 633 |
|