SIA
Schechter Investment Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.47M | Sell |
2,899
-694
| -19% | -$353K | 0.12% | 168 |
|
|
2024
Q4 | $1.7M | Sell |
3,593
-73
| -2% | -$34.6K | 0.13% | 149 |
|
|
2024
Q3 | $1.8M | Sell |
3,666
-716
| -16% | -$352K | 0.13% | 150 |
|
|
2024
Q2 | $2.03M | Sell |
4,382
-664
| -13% | -$308K | 0.15% | 118 |
|
|
2024
Q1 | $2.18M | Buy |
5,046
+462
| +10% | +$200K | 0.16% | 111 |
|
|
2023
Q4 | $1.96M | Sell |
4,584
-1,137
| -20% | -$487K | 0.17% | 120 |
|
|
2023
Q3 | $2.16M | Sell |
5,721
-13
| -0.2% | -$4.91K | 0.21% | 90 |
|
|
2023
Q2 | $2.19M | Buy |
5,734
+269
| +5% | +$103K | 0.2% | 100 |
|
|
2023
Q1 | $1.74M | Buy |
5,465
+190
| +4% | +$60.5K | 0.16% | 133 |
|
|
2022
Q4 | $1.32M | Sell |
5,275
-454
| -8% | -$113K | 0.12% | 212 |
|
|
2022
Q3 | $1.48M | Buy |
5,729
+844
| +17% | +$217K | 0.15% | 168 |
|
|
2022
Q2 | $1.17M | Sell |
4,885
-10
| -0.2% | -$2.39K | 0.11% | 232 |
|
|
2022
Q1 | $1.49M | Sell |
4,895
-6
| -0.1% | -$1.83K | 0.14% | 172 |
|
|
2021
Q4 | $1.53M | Buy |
+4,901
| New | +$1.53M | 0.14% | 177 |
|