Valeo 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 | $457K | Sell |
1,035
-21
| -2% | -$9.27K | 0.01% | 474 |
|
|
2025
Q1 | $537K | Buy |
1,056
+24
| +2% | +$12.2K | 0.02% | 397 |
|
|
2024
Q4 | $489K | Buy |
1,032
+12
| +1% | +$5.69K | 0.01% | 408 |
|
|
2024
Q3 | $502K | Buy |
1,020
+1
| +0.1% | +$492 | 0.01% | 406 |
|
|
2024
Q2 | $472K | Buy |
1,019
+2
| +0.2% | +$926 | 0.01% | 406 |
|
|
2024
Q1 | $448K | Buy |
1,017
+18
| +2% | +$7.93K | 0.02% | 409 |
|
|
2023
Q4 | $428K | Hold |
999
| – | – | 0.02% | 401 |
|
|
2023
Q3 | $377K | Buy |
+999
| New | +$377K | 0.02% | 400 |
|
|
2021
Q2 | – | Sell |
-59
| Closed | -$15K | – | 1737 |
|
|
2021
Q1 | $15K | Buy |
59
+4
| +7% | +$1.02K | ﹤0.01% | 1187 |
|
|
2020
Q4 | $12K | Hold |
55
| – | – | ﹤0.01% | 1135 |
|
|
2020
Q3 | $13K | Buy |
55
+40
| +267% | +$9.46K | ﹤0.01% | 992 |
|
|
2020
Q2 | $3K | Buy |
15
+9
| +150% | +$1.8K | ﹤0.01% | 1617 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1685 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1569 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1491 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1496 |
|
|
2019
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1491 |
|
|
2018
Q4 | – | Sell |
-6
| Closed | -$1K | – | 1737 |
|
|
2018
Q3 | $1K | Sell |
6
-8
| -57% | -$1.33K | ﹤0.01% | 1687 |
|
|
2018
Q2 | $2K | Buy |
14
+8
| +133% | +$1.14K | ﹤0.01% | 1385 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1477 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1326 |
|
|
2017
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1130 |
|