Private Advisor Group’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
1,430
+491
| +52% | +$217K | ﹤0.01% | 1563 |
|
|
2025
Q1 | $477K | Sell |
939
-386
| -29% | -$196K | ﹤0.01% | 1623 |
|
|
2024
Q4 | $628K | Sell |
1,325
-26
| -2% | -$12.3K | ﹤0.01% | 1450 |
|
|
2024
Q3 | $665K | Sell |
1,351
-25
| -2% | -$12.3K | ﹤0.01% | 1465 |
|
|
2024
Q2 | $637K | Sell |
1,376
-12
| -0.9% | -$5.56K | ﹤0.01% | 1441 |
|
|
2024
Q1 | $600K | Sell |
1,388
-82
| -6% | -$35.4K | ﹤0.01% | 1410 |
|
|
2023
Q4 | $630K | Sell |
1,470
-612
| -29% | -$262K | ﹤0.01% | 1340 |
|
|
2023
Q3 | $786K | Buy |
2,082
+80
| +4% | +$30.2K | 0.01% | 1158 |
|
|
2023
Q2 | $760K | Buy |
2,002
+1,334
| +200% | +$506K | 0.01% | 1182 |
|
|
2023
Q1 | $213K | Buy |
+668
| New | +$213K | ﹤0.01% | 1769 |
|
|
2020
Q3 | – | Sell |
-453
| Closed | -$80K | – | 3430 |
|
|
2020
Q2 | $80K | Buy |
+453
| New | +$80K | ﹤0.01% | 1845 |
|