Raymond James Financial Services Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.61M | Buy |
15,480
+355
| +2% | +$175K | 0.01% | 1004 |
|
|
2024
Q2 | $7.01M | Sell |
15,125
-4,350
| -22% | -$2.02M | 0.01% | 996 |
|
|
2024
Q1 | $8.41M | Sell |
19,475
-636
| -3% | -$275K | 0.01% | 889 |
|
|
2023
Q4 | $8.62M | Sell |
20,111
-773
| -4% | -$331K | 0.01% | 817 |
|
|
2023
Q3 | $7.89M | Sell |
20,884
-1,125
| -5% | -$425K | 0.01% | 807 |
|
|
2023
Q2 | $8.4M | Sell |
22,009
-6,391
| -23% | -$2.44M | 0.01% | 784 |
|
|
2023
Q1 | $9.04M | Buy |
28,400
+7,275
| +34% | +$2.31M | 0.02% | 738 |
|
|
2022
Q4 | $5.27M | Buy |
21,125
+37
| +0.2% | +$9.23K | 0.01% | 928 |
|
|
2022
Q3 | $5.43M | Sell |
21,088
-635
| -3% | -$164K | 0.01% | 880 |
|
|
2022
Q2 | $5.19M | Buy |
21,723
+3,023
| +16% | +$722K | 0.01% | 911 |
|
|
2022
Q1 | $5.7M | Buy |
18,700
+1,097
| +6% | +$334K | 0.01% | 935 |
|
|
2021
Q4 | $5.51M | Buy |
17,603
+762
| +5% | +$238K | 0.01% | 968 |
|
|
2021
Q3 | $4.46M | Buy |
16,841
+2,920
| +21% | +$773K | 0.01% | 1042 |
|
|
2021
Q2 | $3.99M | Sell |
13,921
-646
| -4% | -$185K | 0.01% | 1090 |
|
|
2021
Q1 | $3.8M | Buy |
14,567
+459
| +3% | +$120K | 0.01% | 1034 |
|
|
2020
Q4 | $3.2M | Sell |
14,108
-456
| -3% | -$103K | 0.01% | 1037 |
|
|
2020
Q3 | $3.4M | Buy |
14,564
+496
| +4% | +$116K | 0.01% | 925 |
|
|
2020
Q2 | $2.5M | Buy |
14,068
+5,988
| +74% | +$1.06M | 0.01% | 1016 |
|
|
2020
Q1 | $1.28M | Buy |
8,080
+63
| +0.8% | +$9.96K | 0.01% | 1088 |
|
|
2019
Q4 | $1.44M | Sell |
8,017
-2,681
| -25% | -$483K | ﹤0.01% | 1341 |
|
|
2019
Q3 | $1.81M | Sell |
10,698
-275
| -3% | -$46.5K | 0.01% | 1154 |
|
|
2019
Q2 | $1.8M | Buy |
10,973
+1,006
| +10% | +$165K | 0.01% | 1168 |
|
|
2019
Q1 | $1.43M | Sell |
9,967
-2,635
| -21% | -$377K | 0.01% | 1250 |
|
|
2018
Q4 | $1.75M | Buy |
12,602
+26
| +0.2% | +$3.62K | 0.01% | 980 |
|
|
2018
Q3 | $2.24M | Buy |
12,576
+329
| +3% | +$58.6K | 0.01% | 1012 |
|
|
2018
Q2 | $2.18M | Sell |
12,247
-2,883
| -19% | -$514K | 0.01% | 970 |
|
|
2018
Q1 | $2.74M | Sell |
15,130
-4,220
| -22% | -$764K | 0.02% | 802 |
|
|
2017
Q4 | $3.29M | Buy |
19,350
+11,761
| +155% | +$2M | 0.02% | 705 |
|
|
2017
Q3 | $1.22M | Buy |
7,589
+97
| +1% | +$15.6K | 0.01% | 1177 |
|
|
2017
Q2 | $1.16M | Buy |
7,492
+4,910
| +190% | +$757K | 0.01% | 1178 |
|
|
2017
Q1 | $370K | Sell |
2,582
-9
| -0.3% | -$1.29K | ﹤0.01% | 1755 |
|
|
2016
Q4 | $384K | Buy |
2,591
+1,107
| +75% | +$164K | ﹤0.01% | 1674 |
|
|
2016
Q3 | $209K | Sell |
1,484
-56
| -4% | -$7.89K | ﹤0.01% | 2013 |
|
|
2016
Q2 | $217K | Sell |
1,540
-265
| -15% | -$37.3K | ﹤0.01% | 1922 |
|
|
2016
Q1 | $243K | Buy |
+1,805
| New | +$243K | ﹤0.01% | 1655 |
|