SVWAG
Sound View Wealth Advisors Group’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
698
-133
| -16% | -$58.7K | 0.02% | 343 |
|
|
2025
Q1 | $422K | Sell |
831
-67
| -7% | -$34.1K | 0.03% | 281 |
|
|
2024
Q4 | $426K | Sell |
898
-4
| -0.4% | -$1.9K | 0.03% | 282 |
|
|
2024
Q3 | $444K | Buy |
902
+3
| +0.3% | +$1.48K | 0.04% | 271 |
|
|
2024
Q2 | $416K | Sell |
899
-32
| -3% | -$14.8K | 0.04% | 258 |
|
|
2024
Q1 | $402K | Sell |
931
-3
| -0.3% | -$1.3K | 0.04% | 264 |
|
|
2023
Q4 | $400K | Hold |
934
| – | – | 0.04% | 265 |
|
|
2023
Q3 | $353K | Buy |
934
+60
| +7% | +$22.7K | 0.04% | 266 |
|
|
2023
Q2 | $333K | Buy |
874
+6
| +0.7% | +$2.29K | 0.04% | 275 |
|
|
2023
Q1 | $276K | Sell |
868
-66
| -7% | -$21K | 0.04% | 293 |
|
|
2022
Q4 | $400K | Buy |
+934
| New | +$400K | 0.04% | 265 |
|