InceptionR’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Buy |
+1,944
| New | +$859K | 0.2% | 185 |
|
|
2023
Q4 | – | Sell |
-1,244
| Closed | -$470K | – | 543 |
|
|
2023
Q3 | $470K | Buy |
+1,244
| New | +$470K | 0.27% | 169 |
|
|
2023
Q1 | – | Sell |
-2,108
| Closed | -$526K | – | 608 |
|
|
2022
Q4 | $526K | Buy |
+2,108
| New | +$526K | 0.28% | 150 |
|