Fulcrum Capital’s Watsco Inc WSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$310K Buy
2025
Q2
$296K Hold
2025
Q1
$341K Hold
2024
Q4
$318K Buy
2024
Q3
$304K Hold
2024
Q2
$287K Hold
2024
Q1
$267K Hold
2023
Q4
$265K Buy
2023
Q3
$219K Buy