Frank Rimerman Advisors’s Watsco WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,426
Closed -$676K 557
2024
Q4
$676K Hold
1,426
0.05% 254
2024
Q3
$701K Sell
1,426
-36
-2% -$17.7K 0.05% 271
2024
Q2
$677K Buy
+1,462
New +$677K 0.05% 282