FSA Wealth 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 | $17K | Hold |
38
| – | – | 0.01% | 248 |
|
2025
Q1 | $19.4K | Hold |
38
| – | – | 0.01% | 224 |
|
2024
Q4 | $18K | Hold |
38
| – | – | 0.01% | 243 |
|
2024
Q3 | $18.6K | Buy |
+38
| New | +$18.6K | 0.01% | 248 |
|
2024
Q1 | $16.1K | Hold |
37
| – | – | 0.01% | 272 |
|
2023
Q4 | $16K | Buy |
+37
| New | +$16K | 0.01% | 267 |
|