Fiduciary Family Office’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-551
| Closed | -$280K | – | 206 |
|
|
2025
Q1 | $280K | Buy |
+551
| New | +$280K | 0.09% | 158 |
|
|
2024
Q4 | – | Sell |
-611
| Closed | -$301K | – | 244 |
|
|
2024
Q3 | $301K | Sell |
611
-1,100
| -64% | -$541K | 0.1% | 168 |
|
|
2024
Q2 | $793K | Sell |
1,711
-1,147
| -40% | -$531K | 0.31% | 80 |
|
|
2024
Q1 | $1.23M | Buy |
2,858
+1,175
| +70% | +$508K | 0.48% | 51 |
|
|
2023
Q4 | $721K | Buy |
+1,683
| New | +$721K | 0.32% | 74 |
|