Blue Trust Inc’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Buy |
378
+63
| +20% | +$27.8K | ﹤0.01% | 832 |
|
|
2025
Q1 | $160K | Buy |
315
+44
| +16% | +$22.4K | ﹤0.01% | 792 |
|
|
2024
Q4 | $128K | Sell |
271
-256
| -49% | -$121K | ﹤0.01% | 828 |
|
|
2024
Q3 | $244K | Buy |
527
+307
| +140% | +$142K | ﹤0.01% | 766 |
|
|
2024
Q2 | $95K | Buy |
220
+102
| +86% | +$44.1K | ﹤0.01% | 1002 |
|
|
2024
Q1 | $51K | Sell |
118
-149
| -56% | -$64.4K | ﹤0.01% | 907 |
|
|
2023
Q4 | $101K | Buy |
267
+113
| +73% | +$42.7K | ﹤0.01% | 674 |
|
|
2023
Q3 | $59K | Buy |
154
+72
| +88% | +$27.6K | ﹤0.01% | 799 |
|
|
2023
Q2 | $26K | Sell |
82
-202
| -71% | -$64K | ﹤0.01% | 954 |
|
|
2023
Q1 | $71K | Buy |
284
+142
| +100% | +$35.5K | ﹤0.01% | 887 |
|
|
2022
Q4 | $36K | Buy |
+142
| New | +$36K | ﹤0.01% | 1071 |
|