EWM
Evermay Wealth Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Hold |
295
| – | – | 0.02% | 239 |
|
|
2025
Q1 | $150K | Hold |
295
| – | – | 0.02% | 220 |
|
|
2024
Q4 | $140K | Hold |
295
| – | – | 0.02% | 223 |
|
|
2024
Q3 | $145K | Sell |
295
-10
| -3% | -$4.92K | 0.02% | 229 |
|
|
2024
Q2 | $141K | Hold |
305
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $132K | Hold |
305
| – | – | 0.02% | 244 |
|
|
2023
Q4 | $131K | Hold |
305
| – | – | 0.02% | 219 |
|
|
2023
Q3 | $115K | Hold |
305
| – | – | 0.02% | 220 |
|
|
2023
Q2 | $116K | Hold |
305
| – | – | 0.02% | 226 |
|
|
2023
Q1 | $97K | Sell |
305
-10
| -3% | -$3.18K | 0.02% | 240 |
|
|
2022
Q4 | $78.6K | Sell |
315
-38
| -11% | -$9.48K | 0.02% | 249 |
|
|
2022
Q3 | $91K | Buy |
+353
| New | +$91K | 0.02% | 227 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$9K | – | 570 |
|
|
2022
Q1 | $9K | Buy |
+30
| New | +$9K | ﹤0.01% | 430 |
|