Breakwater Capital Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Hold |
520
| – | – | 0.04% | 315 |
|
|
2025
Q1 | $264K | Buy |
520
+29
| +6% | +$14.7K | 0.05% | 284 |
|
|
2024
Q4 | $233K | Hold |
491
| – | – | 0.05% | 268 |
|
|
2024
Q3 | $242K | Hold |
491
| – | – | 0.05% | 260 |
|
|
2024
Q2 | $227K | Hold |
491
| – | – | 0.05% | 256 |
|
|
2024
Q1 | $212K | Buy |
+491
| New | +$212K | 0.05% | 249 |
|