SAG
SageView Advisory Group’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-423
| Closed | -$215K | – | 644 |
|
|
2025
Q1 | $215K | Sell |
423
-42
| -9% | -$21.3K | 0.01% | 557 |
|
|
2024
Q4 | $220K | Buy |
465
+31
| +7% | +$14.7K | 0.01% | 548 |
|
|
2024
Q3 | $213K | Sell |
434
-7
| -2% | -$3.44K | 0.01% | 482 |
|
|
2024
Q2 | $205K | Buy |
+441
| New | +$205K | 0.01% | 538 |
|
|
2024
Q1 | – | Sell |
-810
| Closed | -$321K | – | 879 |
|
|
2023
Q4 | $321K | Buy |
+810
| New | +$321K | 0.01% | 487 |
|