Covestor’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $143K | Sell |
324
-66
| -17% | -$29.1K | 0.08% | 342 |
|
|
2025
Q1 | $199K | Buy |
390
+37
| +10% | +$18.9K | 0.13% | 160 |
|
|
2024
Q4 | $168K | Buy |
353
+17
| +5% | +$8.09K | 0.11% | 251 |
|
|
2024
Q3 | $165K | Sell |
336
-97
| -22% | -$47.6K | 0.1% | 254 |
|
|
2024
Q2 | $201K | Sell |
433
-148
| -25% | -$68.7K | 0.13% | 164 |
|
|
2024
Q1 | $252K | Buy |
581
+208
| +56% | +$90.2K | 0.16% | 87 |
|
|
2023
Q4 | $160K | Sell |
373
-43
| -10% | -$18.4K | 0.11% | 231 |
|
|
2023
Q3 | $157K | Sell |
416
-127
| -23% | -$47.9K | 0.12% | 191 |
|
|
2023
Q2 | $208K | Sell |
543
-109
| -17% | -$41.8K | 0.16% | 108 |
|
|
2023
Q1 | $208K | Buy |
652
+30
| +5% | +$9.57K | 0.18% | 97 |
|
|
2022
Q4 | $155K | Sell |
622
-14
| -2% | -$3.49K | 0.13% | 202 |
|
|
2022
Q3 | $164K | Sell |
636
-16
| -2% | -$4.13K | 0.14% | 129 |
|
|
2022
Q2 | $156K | Sell |
652
-1
| -0.2% | -$239 | 0.12% | 183 |
|
|
2022
Q1 | $199K | Buy |
653
+345
| +112% | +$105K | 0.13% | 154 |
|
|
2021
Q4 | $96K | Buy |
+308
| New | +$96K | 0.13% | 179 |
|