EA
Everpar Advisors’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
929
-16
| -2% | -$7.07K | 0.19% | 148 |
|
|
2025
Q1 | $480K | Sell |
945
-72
| -7% | -$36.6K | 0.26% | 103 |
|
|
2024
Q4 | $482K | Sell |
1,017
-16
| -2% | -$7.58K | 0.24% | 113 |
|
|
2024
Q3 | $508K | Sell |
1,033
-66
| -6% | -$32.5K | 0.26% | 113 |
|
|
2024
Q2 | $509K | Buy |
1,099
+77
| +8% | +$35.7K | 0.25% | 118 |
|
|
2024
Q1 | $441K | Sell |
1,022
-796
| -44% | -$344K | 0.27% | 125 |
|
|
2023
Q4 | $779K | Buy |
+1,818
| New | +$779K | 0.36% | 99 |
|