Atomi Financial Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $798K | Buy |
1,806
+84
| +5% | +$37.1K | 0.03% | 412 |
|
2025
Q1 | $875K | Buy |
1,722
+157
| +10% | +$79.8K | 0.04% | 347 |
|
2024
Q4 | $742K | Buy |
1,565
+592
| +61% | +$281K | 0.04% | 346 |
|
2024
Q3 | $479K | Buy |
973
+500
| +106% | +$246K | 0.03% | 467 |
|
2024
Q2 | $219K | Buy |
+473
| New | +$219K | 0.02% | 705 |
|