ICW Investment Advisors’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
919
+69
| +8% | +$30.5K | 0.16% | 123 |
|
|
2025
Q1 | $432K | Buy |
850
+12
| +1% | +$6.1K | 0.18% | 120 |
|
|
2024
Q4 | $397K | Buy |
838
+19
| +2% | +$9K | 0.17% | 122 |
|
|
2024
Q3 | $403K | Buy |
819
+46
| +6% | +$22.6K | 0.17% | 123 |
|
|
2024
Q2 | $358K | Sell |
773
-15
| -2% | -$6.95K | 0.16% | 126 |
|
|
2024
Q1 | $340K | Buy |
788
+92
| +13% | +$39.7K | 0.15% | 130 |
|
|
2023
Q4 | $298K | Buy |
696
+44
| +7% | +$18.8K | 0.15% | 129 |
|
|
2023
Q3 | $246K | Buy |
+652
| New | +$246K | 0.13% | 133 |
|