FAS Wealth Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $971K | Buy |
2,199
+7
| +0.3% | +$3.09K | 0.07% | 160 |
|
|
2025
Q1 | $1.11M | Buy |
2,192
+6
| +0.3% | +$3.05K | 0.09% | 142 |
|
|
2024
Q4 | $1.04M | Buy |
2,186
+6
| +0.3% | +$2.84K | 0.09% | 144 |
|
|
2024
Q3 | $1.07M | Sell |
2,180
-27
| -1% | -$13.3K | 0.09% | 143 |
|
|
2024
Q2 | $1.02M | Buy |
2,207
+6
| +0.3% | +$2.78K | 0.09% | 142 |
|
|
2024
Q1 | $951K | Buy |
2,201
+1
| +0% | +$432 | 0.08% | 143 |
|
|
2023
Q4 | $943K | Buy |
2,200
+8
| +0.4% | +$3.43K | 0.09% | 145 |
|
|
2023
Q3 | $828K | Sell |
2,192
-40
| -2% | -$15.1K | 0.09% | 151 |
|
|
2023
Q2 | $851K | Buy |
2,232
+39
| +2% | +$14.9K | 0.11% | 134 |
|
|
2023
Q1 | $698K | Buy |
2,193
+10
| +0.5% | +$3.18K | 0.08% | 170 |
|
|
2022
Q4 | $544K | Buy |
2,183
+9
| +0.4% | +$2.24K | 0.06% | 189 |
|
|
2022
Q3 | $560K | Buy |
2,174
+10
| +0.5% | +$2.58K | 0.06% | 173 |
|
|
2022
Q2 | $517K | Buy |
2,164
+32
| +2% | +$7.65K | 0.05% | 183 |
|
|
2022
Q1 | $649K | Buy |
2,132
+8
| +0.4% | +$2.44K | 0.06% | 168 |
|
|
2021
Q4 | $665K | Buy |
2,124
+1,062
| +100% | +$333K | 0.06% | 167 |
|
|
2021
Q3 | $281K | Buy |
+1,062
| New | +$281K | 0.03% | 245 |
|