Valued Wealth 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 | $884 | Hold |
2
| – | – | ﹤0.01% | 461 |
|
|
2025
Q1 | $1.02K | Hold |
2
| – | – | ﹤0.01% | 486 |
|
|
2024
Q4 | $948 | Hold |
2
| – | – | ﹤0.01% | 483 |
|
|
2024
Q3 | $984 | Hold |
2
| – | – | ﹤0.01% | 455 |
|
|
2024
Q2 | $927 | Hold |
2
| – | – | ﹤0.01% | 447 |
|
|
2024
Q1 | $864 | Hold |
2
| – | – | ﹤0.01% | 451 |
|
|
2023
Q4 | $756 | Buy |
+2
| New | +$756 | ﹤0.01% | 400 |
|