FWP
WSO.B
FAS Wealth Partners’s Watsco, Inc. Class B WSO.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Hold |
2,164
| – | – | 0.07% | 166 |
|
|
2025
Q1 | $1.1M | Hold |
2,164
| – | – | 0.09% | 144 |
|
|
2024
Q4 | $1.02M | Hold |
2,164
| – | – | 0.09% | 145 |
|
|
2024
Q3 | $1.06M | Sell |
2,164
-42
| -2% | -$20.5K | 0.08% | 144 |
|
|
2024
Q2 | $1.01M | Buy |
2,206
+7
| +0.3% | +$3.22K | 0.09% | 143 |
|
|
2024
Q1 | $941K | Buy |
2,199
+7
| +0.3% | +$3K | 0.08% | 144 |
|
|
2023
Q4 | $935K | Buy |
2,192
+8
| +0.4% | +$3.41K | 0.09% | 146 |
|
|
2023
Q3 | $820K | Buy |
2,184
+8
| +0.4% | +$3.01K | 0.09% | 153 |
|
|
2023
Q2 | $823K | Buy |
2,176
+8
| +0.4% | +$3.02K | 0.1% | 136 |
|
|
2023
Q1 | $682K | Buy |
2,168
+9
| +0.4% | +$2.83K | 0.07% | 171 |
|
|
2022
Q4 | $531K | Buy |
2,159
+9
| +0.4% | +$2.21K | 0.06% | 190 |
|
|
2022
Q3 | $551K | Buy |
2,150
+9
| +0.4% | +$2.31K | 0.06% | 174 |
|
|
2022
Q2 | $507K | Buy |
2,141
+8
| +0.4% | +$1.89K | 0.05% | 187 |
|
|
2022
Q1 | $645K | Buy |
2,133
+8
| +0.4% | +$2.42K | 0.06% | 171 |
|
|
2021
Q4 | $662K | Buy |
2,125
+1,062
| +100% | +$331K | 0.06% | 169 |
|
|
2021
Q3 | $286K | Buy |
+1,063
| New | +$286K | 0.03% | 240 |
|