VisionPoint Advisory Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-151
| Closed | -$70.8K | – | 318 |
|
|
2024
Q4 | $70.8K | Buy |
+151
| New | +$70.8K | 0.02% | 258 |
|
|
2024
Q3 | – | Sell |
-90
| Closed | -$41.7K | – | 795 |
|
|
2024
Q2 | $41.7K | Buy |
90
+7
| +8% | +$3.24K | 0.01% | 293 |
|
|
2024
Q1 | $35.9K | Buy |
83
+26
| +46% | +$11.2K | 0.01% | 313 |
|
|
2023
Q4 | $24.4K | Buy |
57
+48
| +533% | +$20.6K | 0.01% | 339 |
|
|
2023
Q3 | $3.4K | Sell |
9
-1,152
| -99% | -$435K | ﹤0.01% | 544 |
|
|
2023
Q2 | $443K | Sell |
1,161
-315
| -21% | -$120K | 0.18% | 93 |
|
|
2023
Q1 | $497K | Sell |
1,476
-613
| -29% | -$206K | 0.22% | 79 |
|
|
2022
Q4 | $625K | Sell |
2,089
-500
| -19% | -$150K | 0.26% | 66 |
|
|
2022
Q3 | $667K | Buy |
2,589
+152
| +6% | +$39.2K | 0.32% | 39 |
|
|
2022
Q2 | $714K | Buy |
+2,437
| New | +$714K | 0.28% | 43 |
|