Sequoia Financial 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 | $516K | Buy |
1,169
+487
| +71% | +$215K | ﹤0.01% | 972 |
|
|
2025
Q1 | $347K | Sell |
682
-70
| -9% | -$35.6K | ﹤0.01% | 998 |
|
|
2024
Q4 | $356K | Buy |
752
+199
| +36% | +$94.3K | ﹤0.01% | 938 |
|
|
2024
Q3 | $272K | Buy |
553
+5
| +0.9% | +$2.46K | ﹤0.01% | 1014 |
|
|
2024
Q2 | $254K | Buy |
548
+70
| +15% | +$32.4K | ﹤0.01% | 964 |
|
|
2024
Q1 | $206K | Buy |
+478
| New | +$206K | ﹤0.01% | 1050 |
|