Voya 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 | – | Sell |
-451
| Closed | -$226K | – | 240 |
|
|
2025
Q1 | $226K | Sell |
451
-10
| -2% | -$5.02K | 0.03% | 209 |
|
|
2024
Q4 | $219K | Hold |
461
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $229K | Sell |
461
-27
| -6% | -$13.4K | 0.02% | 211 |
|
|
2024
Q2 | $225K | Sell |
488
-181
| -27% | -$83.6K | 0.03% | 217 |
|
|
2024
Q1 | $291K | Sell |
669
-38
| -5% | -$16.5K | 0.03% | 199 |
|
|
2023
Q4 | $303K | Sell |
707
-52
| -7% | -$22.3K | 0.04% | 190 |
|
|
2023
Q3 | $289K | Sell |
759
-42
| -5% | -$16K | 0.04% | 186 |
|
|
2023
Q2 | $302K | Sell |
801
-107
| -12% | -$40.4K | 0.04% | 189 |
|
|
2023
Q1 | $286K | Sell |
908
-72
| -7% | -$22.7K | 0.04% | 191 |
|
|
2022
Q4 | $247K | Sell |
980
-110
| -10% | -$27.8K | 0.03% | 201 |
|
|
2022
Q3 | $279K | Sell |
1,090
-37
| -3% | -$9.47K | 0.04% | 192 |
|
|
2022
Q2 | $268K | Sell |
1,127
-65
| -5% | -$15.5K | 0.03% | 205 |
|
|
2022
Q1 | $367K | Sell |
1,192
-131
| -10% | -$40.3K | 0.04% | 189 |
|
|
2021
Q4 | $409K | Buy |
1,323
+5
| +0.4% | +$1.55K | 0.05% | 180 |
|
|
2021
Q3 | $358K | Buy |
1,318
+75
| +6% | +$20.4K | 0.04% | 194 |
|
|
2021
Q2 | $354K | Sell |
1,243
-1,977
| -61% | -$563K | 0.05% | 192 |
|
|
2021
Q1 | $838K | Buy |
3,220
+544
| +20% | +$142K | 0.03% | 313 |
|
|
2020
Q4 | $610K | Buy |
2,676
+194
| +8% | +$44.2K | 0.03% | 359 |
|
|
2020
Q3 | $577K | Sell |
2,482
-473
| -16% | -$110K | 0.03% | 341 |
|
|
2020
Q2 | $515K | Sell |
2,955
-346
| -10% | -$60.3K | 0.03% | 359 |
|
|
2020
Q1 | $514K | Sell |
3,301
-201
| -6% | -$31.3K | 0.03% | 340 |
|
|
2019
Q4 | $632K | Buy |
3,502
+180
| +5% | +$32.5K | 0.03% | 353 |
|
|
2019
Q3 | $553K | Sell |
3,322
-94
| -3% | -$15.6K | 0.03% | 370 |
|
|
2019
Q2 | $558K | Sell |
3,416
-59
| -2% | -$9.64K | 0.03% | 366 |
|
|
2019
Q1 | $493K | Buy |
3,475
+70
| +2% | +$9.93K | 0.03% | 376 |
|
|
2018
Q4 | $470K | Buy |
3,405
+747
| +28% | +$103K | 0.03% | 340 |
|
|
2018
Q3 | $471K | Buy |
2,658
+498
| +23% | +$88.2K | 0.03% | 370 |
|
|
2018
Q2 | $382K | Buy |
2,160
+536
| +33% | +$94.8K | 0.02% | 378 |
|
|
2018
Q1 | $286K | Buy |
1,624
+337
| +26% | +$59.3K | 0.02% | 439 |
|
|
2017
Q4 | $221K | Buy |
+1,287
| New | +$221K | 0.01% | 511 |
|