GeoWealth 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 | $122K | Buy |
277
+113
| +69% | +$49.9K | ﹤0.01% | 770 |
|
|
2025
Q1 | $83.4K | Sell |
164
-71
| -30% | -$36.1K | ﹤0.01% | 822 |
|
|
2024
Q4 | $111K | Sell |
235
-14
| -6% | -$6.63K | ﹤0.01% | 937 |
|
|
2024
Q3 | $122K | Sell |
249
-12
| -5% | -$5.9K | ﹤0.01% | 847 |
|
|
2024
Q2 | $121K | Buy |
+261
| New | +$121K | 0.01% | 759 |
|