Forum Financial Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
492
-47
| -9% | -$20.8K | ﹤0.01% | 866 |
|
|
2025
Q1 | $274K | Buy |
539
+35
| +7% | +$17.8K | ﹤0.01% | 639 |
|
|
2024
Q4 | $239K | Hold |
504
| – | – | ﹤0.01% | 755 |
|
|
2024
Q3 | $248K | Buy |
504
+1
| +0.2% | +$492 | ﹤0.01% | 613 |
|
|
2024
Q2 | $233K | Buy |
503
+1
| +0.2% | +$463 | ﹤0.01% | 592 |
|
|
2024
Q1 | $217K | Hold |
502
| – | – | ﹤0.01% | 663 |
|
|
2023
Q4 | $215K | Buy |
+502
| New | +$215K | ﹤0.01% | 611 |
|