Bruce G. Allen Investments’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21K | Buy |
5
+1
| +25% | +$442 | ﹤0.01% | 690 |
|
|
2025
Q1 | $2.03K | Hold |
4
| – | – | ﹤0.01% | 702 |
|
|
2024
Q4 | $1.9K | Hold |
4
| – | – | ﹤0.01% | 720 |
|
|
2024
Q3 | $1.97K | Hold |
4
| – | – | ﹤0.01% | 714 |
|
|
2024
Q2 | $1.85K | Hold |
4
| – | – | ﹤0.01% | 696 |
|
|
2024
Q1 | $1.73K | Sell |
4
-7
| -64% | -$3.02K | ﹤0.01% | 722 |
|
|
2023
Q4 | $4.71K | Buy |
+11
| New | +$4.71K | ﹤0.01% | 598 |
|