River Wealth 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 | $221K | Hold |
500
| – | – | 0.03% | 194 |
|
|
2025
Q1 | $254K | Sell |
500
-2
| -0.4% | -$1.02K | 0.04% | 184 |
|
|
2024
Q4 | $238K | Buy |
502
+2
| +0.4% | +$948 | 0.03% | 198 |
|
|
2024
Q3 | $246K | Buy |
500
+8
| +2% | +$3.94K | 0.03% | 194 |
|
|
2024
Q2 | $228K | Sell |
492
-55
| -10% | -$25.5K | 0.03% | 184 |
|
|
2024
Q1 | $236K | Sell |
547
-24
| -4% | -$10.4K | 0.03% | 187 |
|
|
2023
Q4 | $245K | Sell |
571
-23
| -4% | -$9.86K | 0.04% | 185 |
|
|
2023
Q3 | $224K | Sell |
594
-6
| -1% | -$2.27K | 0.04% | 194 |
|
|
2023
Q2 | $229K | Sell |
600
-47
| -7% | -$17.9K | 0.04% | 197 |
|
|
2023
Q1 | $206K | Buy |
+647
| New | +$206K | 0.04% | 202 |
|
|
2022
Q1 | – | Sell |
-653
| Closed | -$204K | – | 227 |
|
|
2021
Q4 | $204K | Buy |
+653
| New | +$204K | 0.03% | 218 |
|
|
2019
Q1 | – | Sell |
-31
| Closed | -$4K | – | 514 |
|
|
2018
Q4 | $4K | Sell |
31
-30
| -49% | -$3.87K | ﹤0.01% | 487 |
|
|
2018
Q3 | $11K | Buy |
61
+26
| +74% | +$4.69K | ﹤0.01% | 442 |
|
|
2018
Q2 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 496 |
|