TWA
TCI Wealth Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $793K | Buy |
+1,796
| New | +$793K | 0.05% | 112 |
|
|
2023
Q2 | – | Sell |
-49
| Closed | -$15.6K | – | 2258 |
|
|
2023
Q1 | $15.6K | Buy |
49
+1
| +2% | +$318 | ﹤0.01% | 837 |
|
|
2022
Q4 | $12K | Sell |
48
-1
| -2% | -$249 | ﹤0.01% | 943 |
|
|
2022
Q3 | $13K | Sell |
49
-10
| -17% | -$2.65K | ﹤0.01% | 886 |
|
|
2022
Q2 | $14K | Buy |
59
+47
| +392% | +$11.2K | ﹤0.01% | 826 |
|
|
2022
Q1 | $4K | Hold |
12
| – | – | ﹤0.01% | 1810 |
|
|
2021
Q4 | $4K | Hold |
12
| – | – | ﹤0.01% | 1921 |
|
|
2021
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 2019 |
|
|
2021
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 1855 |
|
|
2021
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 1590 |
|
|
2020
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 1126 |
|
|
2020
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q2 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 1135 |
|
|
2020
Q1 | – | Sell |
-27
| Closed | -$5K | – | 1776 |
|
|
2019
Q4 | $5K | Buy |
27
+3
| +13% | +$556 | ﹤0.01% | 870 |
|
|
2019
Q3 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 899 |
|
|
2019
Q2 | – | Sell |
-26
| Closed | -$4K | – | 1562 |
|
|
2019
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 868 |
|
|
2018
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 843 |
|
|
2018
Q3 | – | Sell |
-21
| Closed | -$4K | – | 1591 |
|
|
2018
Q2 | $4K | Hold |
21
| – | – | ﹤0.01% | 884 |
|
|
2018
Q1 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 803 |
|