Wealth Enhancement Advisory Services’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Buy |
15,993
+218
| +1% | +$99.7K | 0.01% | 739 |
|
|
2025
Q1 | $8.02M | Buy |
15,775
+28
| +0.2% | +$14.2K | 0.02% | 657 |
|
|
2024
Q4 | $7.46M | Sell |
15,747
-448
| -3% | -$212K | 0.01% | 653 |
|
|
2024
Q3 | $7.97M | Sell |
16,195
-4,768
| -23% | -$2.35M | 0.02% | 587 |
|
|
2024
Q2 | $9.71M | Sell |
20,963
-1,889
| -8% | -$875K | 0.02% | 491 |
|
|
2024
Q1 | $9.87M | Buy |
22,852
+2,433
| +12% | +$1.05M | 0.03% | 483 |
|
|
2023
Q4 | $8.75M | Buy |
20,419
+1,232
| +6% | +$528K | 0.03% | 474 |
|
|
2023
Q3 | $7.25M | Buy |
19,187
+16,430
| +596% | +$6.21M | 0.02% | 485 |
|
|
2023
Q2 | $1.05M | Buy |
2,757
+145
| +6% | +$55.3K | 0.01% | 257 |
|
|
2023
Q1 | $831K | Buy |
2,612
+473
| +22% | +$150K | 0.01% | 330 |
|
|
2022
Q4 | $589K | Buy |
+2,139
| New | +$589K | 0.01% | 264 |
|