Vident Advisory’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $926K | Buy |
2,097
+205
| +11% | +$90.5K | 0.01% | 774 |
|
|
2025
Q1 | $962K | Buy |
1,892
+397
| +27% | +$202K | 0.01% | 736 |
|
|
2024
Q4 | $709K | Buy |
1,495
+169
| +13% | +$80.1K | 0.01% | 797 |
|
|
2024
Q3 | $652K | Sell |
1,326
-504
| -28% | -$248K | 0.02% | 807 |
|
|
2024
Q2 | $848K | Buy |
1,830
+987
| +117% | +$457K | 0.02% | 656 |
|
|
2024
Q1 | $364K | Buy |
843
+14
| +2% | +$6.05K | 0.01% | 946 |
|
|
2023
Q4 | $355K | Sell |
829
-24,841
| -97% | -$10.6M | 0.01% | 921 |
|
|
2023
Q3 | $9.7M | Buy |
+25,670
| New | +$9.7M | 0.3% | 102 |
|