Golden State Equity Partners’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
1,501
-29
| -2% | -$12.8K | 0.12% | 202 |
|
|
2025
Q1 | $778K | Sell |
1,530
-52
| -3% | -$26.4K | 0.15% | 163 |
|
|
2024
Q4 | $750K | Buy |
1,582
+141
| +10% | +$66.8K | 0.14% | 173 |
|
|
2024
Q3 | $709K | Buy |
1,441
+364
| +34% | +$179K | 0.37% | 49 |
|
|
2024
Q2 | $499K | Buy |
+1,077
| New | +$499K | 0.1% | 215 |
|
|
2023
Q4 | $286K | Buy |
+668
| New | +$286K | 0.07% | 289 |
|