Envestnet Portfolio Solutions’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
4,730
+1,628
| +52% | +$719K | 0.01% | 554 |
|
|
2025
Q1 | $1.58M | Sell |
3,102
-764
| -20% | -$388K | 0.01% | 659 |
|
|
2024
Q4 | $1.83M | Sell |
3,866
-32
| -0.8% | -$15.2K | 0.01% | 692 |
|
|
2024
Q3 | $1.92M | Sell |
3,898
-495
| -11% | -$243K | 0.01% | 676 |
|
|
2024
Q2 | $2.03M | Sell |
4,393
-598
| -12% | -$277K | 0.01% | 630 |
|
|
2024
Q1 | $2.16M | Buy |
4,991
+165
| +3% | +$71.3K | 0.01% | 614 |
|
|
2023
Q4 | $2.07M | Buy |
4,826
+323
| +7% | +$138K | 0.01% | 587 |
|
|
2023
Q3 | $1.7M | Buy |
+4,503
| New | +$1.7M | 0.01% | 591 |
|