Wealthfront Advisers’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 |
-445
| Closed | -$226K | – | 986 |
|
|
2025
Q1 | $226K | Sell |
445
-10
| -2% | -$5.08K | ﹤0.01% | 890 |
|
|
2024
Q4 | $216K | Buy |
455
+17
| +4% | +$8.06K | ﹤0.01% | 882 |
|
|
2024
Q3 | $215K | Sell |
438
-5
| -1% | -$2.46K | ﹤0.01% | 869 |
|
|
2024
Q2 | $205K | Sell |
443
-26
| -6% | -$12K | ﹤0.01% | 850 |
|
|
2024
Q1 | $203K | Sell |
469
-11
| -2% | -$4.75K | ﹤0.01% | 846 |
|
|
2023
Q4 | $206K | Buy |
+480
| New | +$206K | ﹤0.01% | 837 |
|
|
2022
Q1 | – | Sell |
-989
| Closed | -$310K | – | 824 |
|
|
2021
Q4 | $310K | Buy |
989
+81
| +9% | +$25.4K | ﹤0.01% | 672 |
|
|
2021
Q3 | $240K | Buy |
908
+167
| +23% | +$44.1K | ﹤0.01% | 659 |
|
|
2021
Q2 | $212K | Buy |
+741
| New | +$212K | ﹤0.01% | 611 |
|