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Blue Barn Wealth’s Watsco Inc WSO Stock Holding History

Blue Barn Wealth’s Portfolio WSO Stock Details WSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-609
Closed -$246K – 170
2025
Q3 		$246K Hold
609
– – 0.11% 134
2025
Q2 		$269K Sell
609
-3
-0.5% -$1.39K 0.13% 125
2025
Q1 		$311K Buy
612
+2
+0.3% +$986 0.16% 98
2024
Q4 		$289K Buy
610
+9
+1% +$4.56K 0.15% 102
2024
Q3 		$296K Sell
601
-4
-0.7% -$1.92K 0.15% 101
2024
Q2 		$280K Buy
605
+62
+11% +$28.3K 0.16% 94
2024
Q1 		$235K Buy
543
+51
+10% +$20.5K 0.13% 112
2023
Q4 		$211K Buy
+492
New +$191K 0.13% 115

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