PSI Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-50
| Closed | -$25.4K | – | 704 |
|
|
2025
Q1 | $25.4K | Hold |
50
| – | – | 0.01% | 342 |
|
|
2024
Q4 | $23.7K | Hold |
50
| – | – | 0.01% | 396 |
|
|
2024
Q3 | $24.6K | Hold |
50
| – | – | 0.01% | 390 |
|
|
2024
Q2 | $23.2K | Hold |
50
| – | – | 0.01% | 377 |
|
|
2024
Q1 | $21.6K | Hold |
50
| – | – | 0.01% | 388 |
|
|
2023
Q4 | $21.4K | Hold |
50
| – | – | 0.01% | 398 |
|
|
2023
Q3 | $18.9K | Hold |
50
| – | – | 0.01% | 396 |
|
|
2023
Q2 | $19.1K | Hold |
50
| – | – | 0.01% | 399 |
|
|
2023
Q1 | $15.9K | Hold |
50
| – | – | 0.01% | 370 |
|
|
2022
Q4 | $12.5K | Hold |
50
| – | – | 0.01% | 394 |
|
|
2022
Q3 | $13K | Hold |
50
| – | – | 0.01% | 388 |
|
|
2022
Q2 | $12K | Hold |
50
| – | – | 0.01% | 433 |
|
|
2022
Q1 | $15K | Hold |
50
| – | – | 0.01% | 413 |
|
|
2021
Q4 | $16K | Hold |
50
| – | – | 0.01% | 440 |
|
|
2021
Q3 | $13K | Buy |
+50
| New | +$13K | 0.01% | 460 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$9K | – | 613 |
|
|
2019
Q4 | $9K | Buy |
+50
| New | +$9K | 0.01% | 484 |
|