Focus Partners Wealth’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
8,774
+250
| +3% | +$110K | 0.01% | 746 |
|
|
2025
Q1 | $4.33M | Buy |
8,524
+702
| +9% | +$357K | 0.01% | 665 |
|
|
2024
Q4 | $3.71M | Buy |
7,822
+2,610
| +50% | +$1.24M | 0.01% | 690 |
|
|
2024
Q3 | $2.56M | Sell |
5,212
-9,380
| -64% | -$4.61M | 0.01% | 718 |
|
|
2024
Q2 | $7.04M | Buy |
14,592
+12,345
| +549% | +$5.96M | 0.02% | 431 |
|
|
2024
Q1 | $971K | Buy |
+2,247
| New | +$971K | 0.01% | 604 |
|