DAS
Diversify Advisory Services’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
523
+56
| +12% | +$23.6K | 0.01% | 763 |
|
|
2025
Q1 | $213K | Buy |
+467
| New | +$213K | 0.01% | 600 |
|
|
2024
Q4 | – | Sell |
-494
| Closed | -$239K | – | 692 |
|
|
2024
Q3 | $239K | Sell |
494
-184
| -27% | -$89.2K | 0.01% | 559 |
|
|
2024
Q2 | $323K | Sell |
678
-1,216
| -64% | -$580K | 0.02% | 483 |
|
|
2024
Q1 | $822K | Buy |
+1,894
| New | +$822K | 0.05% | 300 |
|