Empowered Funds’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
5,972
+45
| +0.8% | +$19.9K | 0.03% | 698 |
|
|
2025
Q1 | $3.01M | Buy |
5,927
+232
| +4% | +$118K | 0.04% | 547 |
|
|
2024
Q4 | $2.7M | Buy |
5,695
+664
| +13% | +$315K | 0.04% | 592 |
|
|
2024
Q3 | $2.47M | Buy |
5,031
+201
| +4% | +$98.9K | 0.04% | 589 |
|
|
2024
Q2 | $2.24M | Buy |
4,830
+179
| +4% | +$82.9K | 0.04% | 575 |
|
|
2024
Q1 | $2.01M | Sell |
4,651
-7,490
| -62% | -$3.24M | 0.04% | 613 |
|
|
2023
Q4 | $5.2M | Buy |
12,141
+8,105
| +201% | +$3.47M | 0.13% | 224 |
|
|
2023
Q3 | $1.52M | Sell |
4,036
-8,079
| -67% | -$3.05M | 0.05% | 536 |
|
|
2023
Q2 | $4.62M | Buy |
+12,115
| New | +$4.62M | 0.16% | 155 |
|
|
2022
Q2 | – | Sell |
-2,533
| Closed | -$772K | – | 341 |
|
|
2022
Q1 | $772K | Buy |
2,533
+289
| +13% | +$88.1K | 0.08% | 209 |
|
|
2021
Q4 | $702K | Buy |
2,244
+357
| +19% | +$112K | 0.08% | 198 |
|
|
2021
Q3 | $499K | Buy |
1,887
+799
| +73% | +$211K | 0.06% | 180 |
|
|
2021
Q2 | $312K | Buy |
+1,088
| New | +$312K | 0.04% | 209 |
|