Stratos Wealth Partners’s Watsco Inc WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.29M | Sell |
22,794
-2,438
| -10% | -$945K | 0.09% | 225 |
|
|
2025
Q4 | $8.5M | Buy |
25,232
+125
| +0.5% | +$44.6K | 0.1% | 222 |
|
|
2025
Q3 | $10.2M | Buy |
25,107
+155
| +0.6% | +$66.3K | 0.12% | 176 |
|
|
2025
Q2 | $11M | Buy |
24,952
+948
| +4% | +$440K | 0.15% | 139 |
|
|
2025
Q1 | $12.2M | Buy |
24,004
+885
| +4% | +$436K | 0.19% | 116 |
|
|
2024
Q4 | $11M | Buy |
23,119
+401
| +2% | +$203K | 0.15% | 130 |
|
|
2024
Q3 | $11.2M | Buy |
22,718
+222
| +1% | +$107K | 0.16% | 129 |
|
|
2024
Q2 | $10.4M | Buy |
22,496
+299
| +1% | +$137K | 0.17% | 128 |
|
|
2024
Q1 | $9.59M | Buy |
22,197
+255
| +1% | +$102K | 0.16% | 142 |
|
|
2023
Q4 | $9.4M | Sell |
21,942
-284
| -1% | -$110K | 0.18% | 132 |
|
|
2023
Q3 | $8.4M | Buy |
22,226
+741
| +3% | +$268K | 0.18% | 126 |
|
|
2023
Q2 | $8.2M | Buy |
21,485
+958
| +5% | +$325K | 0.19% | 121 |
|
|
2023
Q1 | $6.53M | Buy |
20,527
+1,218
| +6% | +$358K | 0.17% | 122 |
|
|
2022
Q4 | $4.82M | Buy |
19,309
+662
| +4% | +$174K | 0.12% | 178 |
|
|
2022
Q3 | $4.8M | Sell |
18,647
-1,183
| -6% | -$321K | 0.13% | 159 |
|
|
2022
Q2 | $4.74M | Buy |
19,830
+440
| +2% | +$116K | 0.12% | 175 |
|
|
2022
Q1 | $5.91M | Buy |
19,390
+868
| +5% | +$248K | 0.13% | 160 |
|
|
2021
Q4 | $5.79M | Buy |
18,522
+562
| +3% | +$166K | 0.13% | 169 |
|
|
2021
Q3 | $4.75M | Buy |
17,960
+661
| +4% | +$185K | 0.12% | 187 |
|
|
2021
Q2 | $4.96M | Buy |
17,299
+416
| +2% | +$119K | 0.12% | 186 |
|
|
2021
Q1 | $4.4M | Sell |
16,883
-1,142
| -6% | -$282K | 0.12% | 185 |
|
|
2020
Q4 | $4.08M | Sell |
18,025
-84
| -0.5% | -$19.3K | 0.12% | 183 |
|
|
2020
Q3 | $4.22M | Sell |
18,109
-230
| -1% | -$51.8K | 0.14% | 164 |
|
|
2020
Q2 | $3.26M | Buy |
18,339
+3,949
| +27% | +$654K | 0.12% | 186 |
|
|
2020
Q1 | $2.27M | Sell |
14,390
-1,510
| -9% | -$255K | 0.1% | 201 |
|
|
2019
Q4 | $2.86M | Buy |
15,900
+480
| +3% | +$84.4K | 0.11% | 195 |
|
|
2019
Q3 | $2.61M | Buy |
15,420
+491
| +3% | +$79.6K | 0.11% | 193 |
|
|
2019
Q2 | $2.44M | Buy |
14,929
+903
| +6% | +$142K | 0.11% | 197 |
|
|
2019
Q1 | $2.01M | Buy |
14,026
+348
| +3% | +$49.9K | 0.09% | 227 |
|
|
2018
Q4 | $1.9M | Buy |
13,678
+551
| +4% | +$84K | 0.1% | 217 |
|
|
2018
Q3 | $2.34M | Buy |
13,127
+738
| +6% | +$130K | 0.1% | 201 |
|
|
2018
Q2 | $2.21M | Buy |
12,389
+12,304
| +14,475% | +$2.24M | 0.1% | 221 |
|
|
2018
Q1 | $15K | Sell |
85
-63
| -43% | -$10.9K | ﹤0.01% | 2143 |
|
|
2017
Q4 | $25K | Buy |
+148
| New | +$24.4K | ﹤0.01% | 1835 |
|
Other funds holding WSO
VPM
VCM
