FourThought Financial Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
607
+4
| +0.7% | +$1.77K | 0.03% | 246 |
|
|
2025
Q1 | $306K | Buy |
603
+1
| +0.2% | +$508 | 0.03% | 237 |
|
|
2024
Q4 | $285K | Buy |
+602
| New | +$285K | 0.03% | 248 |
|
|
2024
Q2 | – | Sell |
-626
| Closed | -$271K | – | 326 |
|
|
2024
Q1 | $271K | Hold |
626
| – | – | 0.03% | 267 |
|
|
2023
Q4 | $268K | Buy |
626
+1
| +0.2% | +$428 | 0.03% | 262 |
|
|
2023
Q3 | $236K | Buy |
625
+1
| +0.2% | +$378 | 0.03% | 278 |
|
|
2023
Q2 | $238K | Buy |
+624
| New | +$238K | 0.03% | 288 |
|