IB
Intrust Bank’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
795
-12
| -1% | -$5.3K | 0.03% | 316 |
|
|
2025
Q1 | $410K | Sell |
807
-20
| -2% | -$10.2K | 0.04% | 272 |
|
|
2024
Q4 | $392K | Sell |
827
-6
| -0.7% | -$2.84K | 0.04% | 280 |
|
|
2024
Q3 | $410K | Sell |
833
-11
| -1% | -$5.41K | 0.04% | 284 |
|
|
2024
Q2 | $391K | Buy |
844
+46
| +6% | +$21.3K | 0.04% | 282 |
|
|
2024
Q1 | $345K | Sell |
798
-5
| -0.6% | -$2.16K | 0.04% | 312 |
|
|
2023
Q4 | $344K | Buy |
803
+59
| +8% | +$25.3K | 0.04% | 309 |
|
|
2023
Q3 | $281K | Buy |
744
+33
| +5% | +$12.5K | 0.04% | 313 |
|
|
2023
Q2 | $271K | Buy |
711
+7
| +1% | +$2.67K | 0.03% | 327 |
|
|
2023
Q1 | $224K | Buy |
+704
| New | +$224K | 0.03% | 361 |
|