Blue Barn Wealth’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Sell |
609
-3
| -0.5% | -$1.33K | 0.13% | 125 |
|
|
2025
Q1 | $311K | Buy |
612
+2
| +0.3% | +$1.02K | 0.16% | 98 |
|
|
2024
Q4 | $289K | Buy |
610
+9
| +1% | +$4.27K | 0.15% | 102 |
|
|
2024
Q3 | $296K | Sell |
601
-4
| -0.7% | -$1.97K | 0.15% | 101 |
|
|
2024
Q2 | $280K | Buy |
605
+62
| +11% | +$28.7K | 0.16% | 94 |
|
|
2024
Q1 | $235K | Buy |
543
+51
| +10% | +$22K | 0.13% | 112 |
|
|
2023
Q4 | $211K | Buy |
+492
| New | +$211K | 0.13% | 115 |
|