Kestra Private Wealth Services’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $682K | Buy |
1,544
+123
| +9% | +$54.3K | 0.01% | 900 |
|
|
2025
Q1 | $722K | Buy |
1,421
+84
| +6% | +$42.7K | 0.01% | 803 |
|
|
2024
Q4 | $634K | Buy |
1,337
+364
| +37% | +$172K | 0.01% | 823 |
|
|
2024
Q3 | $479K | Sell |
973
-27
| -3% | -$13.3K | 0.01% | 891 |
|
|
2024
Q2 | $463K | Buy |
1,000
+82
| +9% | +$38K | 0.01% | 864 |
|
|
2024
Q1 | $397K | Buy |
918
+213
| +30% | +$92K | 0.01% | 897 |
|
|
2023
Q4 | $302K | Buy |
+705
| New | +$302K | 0.01% | 941 |
|