Impact Capital 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
$636K Sell
1,441
-34
-2% -$15K 0.21% 113
2025
Q1
$750K Buy
1,475
+2
+0.1% +$1.02K 0.27% 89
2024
Q4
$698K Buy
+1,473
New +$698K 0.25% 103