United Capital 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 | $6.75M | Sell |
15,282
-174
| -1% | -$76.8K | 0.05% | 246 |
|
|
2025
Q1 | $7.86M | Buy |
15,456
+7,834
| +103% | +$3.98M | 0.07% | 213 |
|
|
2024
Q4 | $3.61M | Buy |
7,622
+7,176
| +1,609% | +$3.4M | 0.03% | 309 |
|
|
2024
Q3 | $219K | Buy |
446
+4
| +0.9% | +$1.97K | ﹤0.01% | 982 |
|
|
2024
Q2 | $205K | Buy |
+442
| New | +$205K | ﹤0.01% | 968 |
|
|
2023
Q3 | – | Sell |
-543
| Closed | -$207K | – | 906 |
|
|
2023
Q2 | $207K | Buy |
+543
| New | +$207K | ﹤0.01% | 846 |
|
|
2021
Q3 | – | Sell |
-822
| Closed | -$236K | – | 1245 |
|
|
2021
Q2 | $236K | Buy |
+822
| New | +$236K | ﹤0.01% | 1094 |
|
|
2016
Q4 | – | Sell |
-2,634
| Closed | -$371K | – | 1335 |
|
|
2016
Q3 | $371K | Buy |
+2,634
| New | +$371K | ﹤0.01% | 1025 |
|