Larson Financial Group’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
232
-1,038
| -82% | -$459K | ﹤0.01% | 836 |
|
|
2025
Q1 | $646K | Buy |
1,270
+469
| +59% | +$238K | 0.03% | 334 |
|
|
2024
Q4 | $380K | Sell |
801
-337
| -30% | -$160K | 0.02% | 416 |
|
|
2024
Q3 | $560K | Buy |
1,138
+1,107
| +3,571% | +$544K | 0.03% | 313 |
|
|
2024
Q2 | $14.4K | Buy |
31
+6
| +24% | +$2.78K | ﹤0.01% | 1156 |
|
|
2024
Q1 | $10.8K | Sell |
25
-53
| -68% | -$22.9K | ﹤0.01% | 1020 |
|
|
2023
Q4 | $33.4K | Hold |
78
| – | – | ﹤0.01% | 726 |
|
|
2023
Q3 | $29.5K | Hold |
78
| – | – | ﹤0.01% | 729 |
|
|
2023
Q2 | $29.8K | Hold |
78
| – | – | ﹤0.01% | 648 |
|
|
2023
Q1 | $24.8K | Hold |
78
| – | – | ﹤0.01% | 688 |
|
|
2022
Q4 | $19.5K | Hold |
78
| – | – | ﹤0.01% | 696 |
|
|
2022
Q3 | $20K | Buy |
78
+36
| +86% | +$9.23K | ﹤0.01% | 640 |
|
|
2022
Q2 | $10K | Buy |
+42
| New | +$10K | ﹤0.01% | 732 |
|