Creative Financial Designs’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64K | Hold |
145
| – | – | ﹤0.01% | 785 |
|
|
2025
Q1 | $73.7K | Hold |
145
| – | – | 0.01% | 707 |
|
|
2024
Q4 | $68.7K | Hold |
145
| – | – | 0.01% | 697 |
|
|
2024
Q3 | $71.3K | Hold |
145
| – | – | 0.01% | 681 |
|
|
2024
Q2 | $67.2K | Buy |
145
+135
| +1,350% | +$62.5K | 0.01% | 673 |
|
|
2024
Q1 | $4.32K | Sell |
10
-19
| -66% | -$8.21K | ﹤0.01% | 1339 |
|
|
2023
Q4 | $12.4K | Hold |
29
| – | – | ﹤0.01% | 1025 |
|
|
2023
Q3 | $11K | Hold |
29
| – | – | ﹤0.01% | 1003 |
|
|
2023
Q2 | $11.1K | Buy |
29
+12
| +71% | +$4.58K | ﹤0.01% | 985 |
|
|
2023
Q1 | $5.41K | Buy |
+17
| New | +$5.41K | ﹤0.01% | 1093 |
|
|
2019
Q4 | – | Sell |
-6
| Closed | -$1K | – | 659 |
|
|
2019
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 609 |
|