Continuum Advisory’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-303
| Closed | -$154K | – | 1589 |
|
|
2025
Q1 | $154K | Buy |
303
+75
| +33% | +$38.1K | 0.02% | 440 |
|
|
2024
Q4 | $108K | Hold |
228
| – | – | 0.01% | 501 |
|
|
2024
Q3 | $120K | Sell |
228
-1
| -0.4% | -$526 | 0.02% | 487 |
|
|
2024
Q2 | $106K | Hold |
229
| – | – | 0.02% | 477 |
|
|
2024
Q1 | $108K | Buy |
+229
| New | +$108K | 0.02% | 472 |
|