Wealth Alliance’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Buy |
2,011
+35
| +2% | +$15.5K | 0.1% | 189 |
|
|
2025
Q1 | $1M | Buy |
1,976
+12
| +0.6% | +$6.1K | 0.12% | 162 |
|
|
2024
Q4 | $931K | Sell |
1,964
-32
| -2% | -$15.2K | 0.11% | 171 |
|
|
2024
Q3 | $982K | Sell |
1,996
-3
| -0.2% | -$1.48K | 0.12% | 170 |
|
|
2024
Q2 | $926K | Sell |
1,999
-248
| -11% | -$115K | 0.12% | 164 |
|
|
2024
Q1 | $971K | Sell |
2,247
-117
| -5% | -$50.5K | 0.13% | 163 |
|
|
2023
Q4 | $1.01M | Sell |
2,364
-64
| -3% | -$27.4K | 0.14% | 141 |
|
|
2023
Q3 | $917K | Sell |
2,428
-46
| -2% | -$17.4K | 0.14% | 145 |
|
|
2023
Q2 | $944K | Sell |
2,474
-56
| -2% | -$21.4K | 0.14% | 148 |
|
|
2023
Q1 | $805K | Buy |
2,530
+401
| +19% | +$128K | 0.13% | 172 |
|
|
2022
Q4 | $531K | Sell |
2,129
-365
| -15% | -$91K | 0.09% | 225 |
|
|
2022
Q3 | $642K | Buy |
2,494
+607
| +32% | +$156K | 0.13% | 178 |
|
|
2022
Q2 | $451K | Buy |
1,887
+177
| +10% | +$42.3K | 0.09% | 232 |
|
|
2022
Q1 | $521K | Sell |
1,710
-126
| -7% | -$38.4K | 0.11% | 208 |
|
|
2021
Q4 | $575K | Sell |
1,836
-57
| -3% | -$17.9K | 0.12% | 200 |
|
|
2021
Q3 | $501K | Sell |
1,893
-6
| -0.3% | -$1.59K | 0.11% | 199 |
|
|
2021
Q2 | $544K | Sell |
1,899
-70
| -4% | -$20.1K | 0.13% | 183 |
|
|
2021
Q1 | $513K | Sell |
1,969
-90
| -4% | -$23.4K | 0.14% | 173 |
|
|
2020
Q4 | $467K | Buy |
2,059
+44
| +2% | +$9.98K | 0.14% | 178 |
|
|
2020
Q3 | $469K | Sell |
2,015
-43
| -2% | -$10K | 0.17% | 151 |
|
|
2020
Q2 | $366K | Buy |
2,058
+61
| +3% | +$10.8K | 0.14% | 182 |
|
|
2020
Q1 | $316K | Buy |
+1,997
| New | +$316K | 0.17% | 150 |
|