Congress Wealth Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
933
-1,762
| -65% | -$779K | ﹤0.01% | 982 |
|
|
2025
Q1 | $1.37M | Buy |
2,695
+1,828
| +211% | +$932K | 0.02% | 561 |
|
|
2024
Q4 | $412K | Buy |
867
+73
| +9% | +$34.7K | 0.01% | 686 |
|
|
2024
Q3 | $391K | Sell |
794
-148
| -16% | -$72.9K | 0.01% | 681 |
|
|
2024
Q2 | $437K | Buy |
942
+4
| +0.4% | +$1.86K | 0.01% | 552 |
|
|
2024
Q1 | $406K | Sell |
938
-645
| -41% | -$279K | 0.01% | 471 |
|
|
2023
Q4 | $679K | Buy |
1,583
+152
| +11% | +$65.2K | 0.01% | 429 |
|
|
2023
Q3 | $541K | Buy |
+1,431
| New | +$541K | 0.01% | 451 |
|