Concurrent Investment Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
2,321
-72
| -3% | -$31.8K | 0.02% | 582 |
|
|
2025
Q1 | $1.22M | Sell |
2,393
-96
| -4% | -$48.8K | 0.03% | 486 |
|
|
2024
Q4 | $1.18M | Sell |
2,489
-295
| -11% | -$140K | 0.03% | 449 |
|
|
2024
Q3 | $1.37M | Sell |
2,784
-341
| -11% | -$168K | 0.04% | 393 |
|
|
2024
Q2 | $1.45M | Sell |
3,125
-141
| -4% | -$65.3K | 0.05% | 351 |
|
|
2024
Q1 | $1.41M | Buy |
3,266
+197
| +6% | +$85.1K | 0.06% | 307 |
|
|
2023
Q4 | $1.31M | Buy |
+3,069
| New | +$1.31M | 0.06% | 287 |
|