Fiduciary Financial Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
680
-98
| -13% | -$44.6K | 0.06% | 224 |
|
|
2025
Q1 | $388K | Sell |
778
-22
| -3% | -$11K | 0.08% | 144 |
|
|
2024
Q4 | $371K | Sell |
800
-27
| -3% | -$12.5K | 0.08% | 148 |
|
|
2024
Q3 | $410K | Buy |
827
+16
| +2% | +$7.93K | 0.09% | 137 |
|
|
2024
Q2 | $422K | Buy |
+811
| New | +$422K | 0.1% | 120 |
|