CVA Family Office’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3K | Sell |
12
-31
| -72% | -$13.7K | ﹤0.01% | 884 |
|
|
2025
Q1 | $21.9K | Buy |
43
+13
| +43% | +$6.61K | ﹤0.01% | 666 |
|
|
2024
Q4 | $14.2K | Buy |
30
+1
| +3% | +$474 | ﹤0.01% | 733 |
|
|
2024
Q3 | $14.3K | Buy |
29
+11
| +61% | +$5.41K | ﹤0.01% | 702 |
|
|
2024
Q2 | $8.34K | Hold |
18
| – | – | ﹤0.01% | 764 |
|
|
2024
Q1 | $7.78K | Hold |
18
| – | – | ﹤0.01% | 784 |
|
|
2023
Q4 | $7.71K | Buy |
+18
| New | +$7.71K | ﹤0.01% | 754 |
|
|
2023
Q3 | – | Sell |
-35
| Closed | -$13.4K | – | 962 |
|
|
2023
Q2 | $13.4K | Buy |
+35
| New | +$13.4K | ﹤0.01% | 680 |
|
|
2021
Q3 | – | Sell |
-4
| Closed | -$1K | – | 893 |
|
|
2021
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 935 |
|