JTC Employer Solutions Trustee’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Hold |
780
| – | – | 0.03% | 97 |
|
|
2025
Q1 | $397K | Hold |
780
| – | – | 0.03% | 89 |
|
|
2024
Q4 | $371K | Hold |
780
| – | – | 0.03% | 93 |
|
|
2024
Q3 | $383K | Hold |
780
| – | – | 0.03% | 94 |
|
|
2024
Q2 | $362K | Hold |
780
| – | – | 0.02% | 93 |
|
|
2024
Q1 | $338K | Hold |
780
| – | – | 0.02% | 99 |
|
|
2023
Q4 | $334K | Hold |
780
| – | – | 0.03% | 96 |
|
|
2023
Q3 | $294K | Hold |
780
| – | – | 0.03% | 105 |
|
|
2023
Q2 | $298K | Hold |
780
| – | – | 0.03% | 99 |
|
|
2023
Q1 | $248K | Hold |
780
| – | – | 0.03% | 113 |
|
|
2022
Q4 | $195K | Hold |
780
| – | – | 0.02% | 134 |
|
|
2022
Q3 | $201K | Hold |
780
| – | – | 0.03% | 104 |
|
|
2022
Q2 | $186K | Hold |
780
| – | – | 0.02% | 104 |
|
|
2022
Q1 | $238K | Hold |
780
| – | – | 0.03% | 99 |
|
|
2021
Q4 | $244K | Hold |
780
| – | – | 0.03% | 95 |
|
|
2021
Q3 | $206K | Hold |
780
| – | – | 0.03% | 104 |
|
|
2021
Q2 | $224K | Buy |
+780
| New | +$224K | 0.03% | 88 |
|