Beaumont Financial Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-526
| Closed | -$244K | – | 378 |
|
|
2024
Q2 | $244K | Hold |
526
| – | – | 0.02% | 312 |
|
|
2024
Q1 | $227K | Hold |
526
| – | – | 0.02% | 330 |
|
|
2023
Q4 | $225K | Buy |
+526
| New | +$225K | 0.02% | 309 |
|
|
2023
Q3 | – | Sell |
-526
| Closed | -$201K | – | 357 |
|
|
2023
Q2 | $201K | Buy |
+526
| New | +$201K | 0.02% | 327 |
|