BA
Bellwether Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Buy |
329
+46
| +16% | +$20.3K | 0.02% | 148 |
|
|
2025
Q1 | $144K | Sell |
283
-17
| -6% | -$8.64K | 0.03% | 147 |
|
|
2024
Q4 | $142K | Buy |
+300
| New | +$142K | 0.03% | 158 |
|
|
2024
Q3 | – | Sell |
-2,789
| Closed | -$1.29M | – | 147 |
|
|
2024
Q2 | $1.29M | Buy |
+2,789
| New | +$1.29M | 0.27% | 65 |
|