FORA Capital’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
+4,885
| New | +$2.16M | 0.24% | 108 |
|
|
2025
Q1 | – | Sell |
-3,170
| Closed | -$1.5M | – | 659 |
|
|
2024
Q4 | $1.5M | Buy |
+3,170
| New | +$1.5M | 0.17% | 168 |
|
|
2024
Q3 | – | Sell |
-3,093
| Closed | -$1.43M | – | 600 |
|
|
2024
Q2 | $1.43M | Buy |
+3,093
| New | +$1.43M | 0.17% | 177 |
|
|
2023
Q4 | – | Sell |
-1,037
| Closed | -$392K | – | 664 |
|
|
2023
Q3 | $392K | Buy |
+1,037
| New | +$392K | 0.03% | 364 |
|
|
2022
Q3 | – | Sell |
-2,177
| Closed | -$520K | – | 604 |
|
|
2022
Q2 | $520K | Buy |
+2,177
| New | +$520K | 0.1% | 241 |
|
|
2021
Q3 | – | Sell |
-418
| Closed | -$120K | – | 890 |
|
|
2021
Q2 | $120K | Buy |
418
+115
| +38% | +$33K | 0.02% | 560 |
|
|
2021
Q1 | $79K | Buy |
+303
| New | +$79K | 0.03% | 456 |
|
|
2020
Q4 | – | Sell |
-927
| Closed | -$216K | – | 1163 |
|
|
2020
Q3 | $216K | Buy |
927
+12
| +1% | +$2.8K | 0.14% | 162 |
|
|
2020
Q2 | $163K | Buy |
915
+337
| +58% | +$60K | 0.06% | 394 |
|
|
2020
Q1 | $91K | Buy |
+578
| New | +$91K | 0.02% | 633 |
|