Csenge Advisory Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
603
-51
| -8% | -$22.6K | 0.01% | 578 |
|
|
2025
Q1 | $331K | Buy |
654
+72
| +12% | +$36.5K | 0.02% | 502 |
|
|
2024
Q4 | $276K | Buy |
582
+1
| +0.2% | +$474 | 0.02% | 569 |
|
|
2024
Q3 | $286K | Sell |
581
-2
| -0.3% | -$984 | 0.01% | 572 |
|
|
2024
Q2 | $270K | Buy |
583
+16
| +3% | +$7.41K | 0.02% | 548 |
|
|
2024
Q1 | $245K | Buy |
+567
| New | +$245K | 0.01% | 606 |
|
|
2018
Q4 | – | Sell |
-7
| Closed | -$1K | – | 1508 |
|
|
2018
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 946 |
|