Koshinski Asset Management’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
990
+534
| +117% | +$236K | 0.03% | 433 |
|
|
2025
Q1 | $232K | Buy |
456
+33
| +8% | +$16.8K | 0.02% | 561 |
|
|
2024
Q4 | $200M | Buy |
423
+12
| +3% | +$5.69M | 0.02% | 604 |
|
|
2024
Q3 | $202K | Buy |
+411
| New | +$202K | 0.02% | 604 |
|
|
2024
Q2 | – | Sell |
-533
| Closed | -$230K | – | 647 |
|
|
2024
Q1 | $230K | Buy |
+533
| New | +$230K | 0.02% | 506 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$914 | – | 1971 |
|
|
2022
Q1 | $914 | Hold |
3
| – | – | ﹤0.01% | 2071 |
|
|
2021
Q4 | $939 | Hold |
3
| – | – | ﹤0.01% | 2081 |
|
|
2021
Q3 | $794 | Buy |
+3
| New | +$794 | ﹤0.01% | 2109 |
|