FC
Fulcrum Capital’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
671
| – | – | 0.06% | 85 |
|
|
2025
Q1 | $341K | Hold |
671
| – | – | 0.08% | 83 |
|
|
2024
Q4 | $318K | Buy |
671
+52
| +8% | +$24.6K | 0.07% | 92 |
|
|
2024
Q3 | $304K | Hold |
619
| – | – | 0.07% | 94 |
|
|
2024
Q2 | $287K | Hold |
619
| – | – | 0.07% | 91 |
|
|
2024
Q1 | $267K | Hold |
619
| – | – | 0.06% | 97 |
|
|
2023
Q4 | $265K | Buy |
619
+38
| +7% | +$16.3K | 0.07% | 97 |
|
|
2023
Q3 | $219K | Buy |
+581
| New | +$219K | 0.06% | 103 |
|