Spire Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95K | Sell |
20
-7
| -26% | -$3.13K | ﹤0.01% | 1757 |
|
|
2025
Q1 | $13.7K | Sell |
27
-8
| -23% | -$4.07K | ﹤0.01% | 1734 |
|
|
2024
Q4 | $16.8K | Buy |
35
+15
| +75% | +$7.19K | ﹤0.01% | 1679 |
|
|
2024
Q3 | $9.84K | Sell |
20
-22
| -52% | -$10.8K | ﹤0.01% | 1640 |
|
|
2024
Q2 | $19.5K | Sell |
42
-4
| -9% | -$1.85K | ﹤0.01% | 1451 |
|
|
2024
Q1 | $19.8K | Buy |
46
+4
| +10% | +$1.72K | ﹤0.01% | 1520 |
|
|
2023
Q4 | $16.8K | Sell |
42
-7
| -14% | -$2.8K | ﹤0.01% | 1592 |
|
|
2023
Q3 | $18.7K | Sell |
49
-22
| -31% | -$8.39K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $27.1K | Sell |
71
-127
| -64% | -$48.4K | ﹤0.01% | 1456 |
|
|
2023
Q1 | $63K | Buy |
198
+128
| +183% | +$40.7K | ﹤0.01% | 1103 |
|
|
2022
Q4 | $17K | Buy |
70
+60
| +600% | +$14.6K | ﹤0.01% | 1446 |
|
|
2022
Q3 | $3K | Sell |
10
-33
| -77% | -$9.9K | ﹤0.01% | 1902 |
|
|
2022
Q2 | $10K | Sell |
43
-26
| -38% | -$6.05K | ﹤0.01% | 1933 |
|
|
2022
Q1 | $21K | Sell |
69
-60
| -47% | -$18.3K | ﹤0.01% | 1798 |
|
|
2021
Q4 | $40K | Buy |
129
+67
| +108% | +$20.8K | ﹤0.01% | 1827 |
|
|
2021
Q3 | $16K | Sell |
62
-8
| -11% | -$2.07K | ﹤0.01% | 1946 |
|
|
2021
Q2 | $20K | Hold |
70
| – | – | ﹤0.01% | 1876 |
|
|
2021
Q1 | $18K | Buy |
+70
| New | +$18K | ﹤0.01% | 2201 |
|