Bedel Financial Consulting’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Hold |
500
| – | – | 0.03% | 250 |
|
|
2025
Q1 | $237K | Hold |
500
| – | – | 0.03% | 234 |
|
|
2024
Q4 | $237K | Hold |
500
| – | – | 0.03% | 235 |
|
|
2024
Q3 | $246K | Hold |
500
| – | – | 0.03% | 227 |
|
|
2024
Q2 | $232K | Hold |
500
| – | – | 0.03% | 224 |
|
|
2024
Q1 | $216K | Hold |
500
| – | – | 0.03% | 234 |
|
|
2023
Q4 | $214K | Buy |
+500
| New | +$214K | 0.04% | 228 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$152K | – | 931 |
|
|
2022
Q1 | $152K | Hold |
500
| – | – | 0.05% | 219 |
|
|
2021
Q4 | $156K | Hold |
500
| – | – | 0.05% | 217 |
|
|
2021
Q3 | $132K | Hold |
500
| – | – | 0.05% | 229 |
|
|
2021
Q2 | $143K | Hold |
500
| – | – | 0.05% | 220 |
|
|
2021
Q1 | $130K | Buy |
+500
| New | +$130K | 0.05% | 223 |
|