BWS
Buck Wealth Strategies’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.47M | Buy |
21,444
+2,308
| +12% | +$1.02M | 1.44% | 29 |
|
|
2025
Q1 | $9.73M | Buy |
19,136
+1,686
| +10% | +$857K | 1.77% | 22 |
|
|
2024
Q4 | $8.27M | Buy |
17,450
+3,973
| +29% | +$1.88M | 1.72% | 31 |
|
|
2024
Q3 | $6.63M | Sell |
13,477
-1,609
| -11% | -$791K | 2.09% | 25 |
|
|
2024
Q2 | $6.99M | Buy |
+15,086
| New | +$6.99M | 2.06% | 26 |
|
|
2024
Q1 | – | Sell |
-16,454
| Closed | -$7.05M | – | 106 |
|
|
2023
Q4 | $7.05M | Buy |
16,454
+649
| +4% | +$278K | 2.61% | 20 |
|
|
2023
Q3 | $5.97M | Buy |
15,805
+175
| +1% | +$66.1K | 2.4% | 11 |
|
|
2023
Q2 | $5.96M | Buy |
+15,630
| New | +$5.96M | 2.59% | 8 |
|
|
2022
Q3 | $5.5M | Buy |
+14,562
| New | +$5.5M | 2.57% | 11 |
|