CWS
Confluence Wealth Services’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
2,911
+38
| +1% | +$16.8K | 0.07% | 145 |
|
|
2025
Q1 | $1.28M | Buy |
2,873
+128
| +5% | +$57.1K | 0.08% | 124 |
|
|
2024
Q4 | $1.37M | Buy |
2,745
+456
| +20% | +$227K | 0.09% | 114 |
|
|
2024
Q3 | $1.13M | Buy |
2,289
+120
| +6% | +$59K | 0.08% | 132 |
|
|
2024
Q2 | $1M | Buy |
2,169
+120
| +6% | +$55.6K | 0.08% | 146 |
|
|
2024
Q1 | $885K | Buy |
2,049
+49
| +2% | +$21.2K | 0.08% | 141 |
|
|
2023
Q4 | $857K | Buy |
2,000
+233
| +13% | +$99.9K | 0.09% | 126 |
|
|
2023
Q3 | $667K | Buy |
1,767
+257
| +17% | +$97.1K | 0.13% | 123 |
|
|
2023
Q2 | $576K | Buy |
1,510
+559
| +59% | +$213K | 0.12% | 135 |
|
|
2023
Q1 | $303K | Buy |
+951
| New | +$303K | 0.07% | 191 |
|