Diversify Wealth Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Sell |
1,291
-67
| -5% | -$28.3K | 0.03% | 358 |
|
|
2025
Q1 | $619K | Sell |
1,358
-123
| -8% | -$56.1K | 0.05% | 316 |
|
|
2024
Q4 | $687K | Sell |
1,481
-58
| -4% | -$26.9K | 0.05% | 283 |
|
|
2024
Q3 | $718K | Sell |
1,539
-119
| -7% | -$55.5K | 0.07% | 236 |
|
|
2024
Q2 | $765K | Buy |
+1,658
| New | +$765K | 0.1% | 200 |
|