Apollon Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $251K | Sell |
567
-88
| -13% | -$38.9K | ﹤0.01% | 1084 |
|
2025
Q1 | $333K | Hold |
655
| – | – | 0.01% | 921 |
|
2024
Q4 | $310K | Sell |
655
-3
| -0.5% | -$1.42K | 0.01% | 929 |
|
2024
Q3 | $323K | Sell |
658
-51
| -7% | -$25.1K | 0.01% | 888 |
|
2024
Q2 | $329K | Buy |
709
+81
| +13% | +$37.5K | 0.01% | 823 |
|
2024
Q1 | $271K | Buy |
628
+57
| +10% | +$24.6K | 0.01% | 905 |
|
2023
Q4 | $245K | Buy |
+571
| New | +$245K | 0.01% | 916 |
|