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VisionPoint Advisory Group, LLC

SEC CIK
0001750924
Latest filing
Jul 7, 2026

WSO holding history

Watsco Inc in every 13F filed by VisionPoint Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSO overviewAll 13F holders of WSOFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2022
Holdings of WSO by VisionPoint Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−897−100.0%Sold outHolders
Q3 2025897$362.7K0.1%+897NewHolders
Q1 20250$00.0%−151−100.0%Sold outHolders
Q4 2024151$70.8K<0.1%+151NewHolders
Q3 20240$00.0%−90−100.0%Sold outHolders
Q2 202490$41.7K<0.1%+7+8.4%AddedHolders
Q1 202483$35.9K<0.1%+26+45.6%AddedHolders
Q4 202357$24.4K<0.1%+48+533.3%AddedHolders
Q3 20239$3.40K<0.1%−1,152−99.2%ReducedHolders
Q2 20231,161$442.9K0.2%−315−21.3%ReducedHolders
Q1 20231,476$496.8K0.2%−613−29.3%ReducedHolders
Q4 20222,089$625.2K0.3%−500−19.3%ReducedHolders
Q3 20222,589$667.0K0.3%+152+6.2%AddedHolders
Q2 20222,437$714.0K0.3%+2,437NewHolders