Choreo LLC’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.83M | Buy |
4,151
+311
| +8% | +$137K | 0.03% | 390 |
|
2025
Q1 | $1.95M | Buy |
3,840
+1,547
| +67% | +$786K | 0.03% | 338 |
|
2024
Q4 | $1.09M | Buy |
2,293
+1,229
| +116% | +$583K | 0.02% | 545 |
|
2024
Q3 | $527K | Buy |
1,064
+392
| +58% | +$194K | 0.01% | 873 |
|
2024
Q2 | $310K | Buy |
+672
| New | +$310K | 0.01% | 1083 |
|