Legacy Trust’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
556
| – | – | 0.06% | 134 |
|
|
2025
Q1 | $283K | Sell |
556
-24
| -4% | -$12.2K | 0.07% | 134 |
|
|
2024
Q4 | $275K | Hold |
580
| – | – | 0.06% | 137 |
|
|
2024
Q3 | $285K | Hold |
580
| – | – | 0.07% | 137 |
|
|
2024
Q2 | $269K | Hold |
580
| – | – | 0.07% | 129 |
|
|
2024
Q1 | $251K | Hold |
580
| – | – | 0.06% | 138 |
|
|
2023
Q4 | $249K | Hold |
580
| – | – | 0.06% | 143 |
|
|
2023
Q3 | $219K | Hold |
580
| – | – | 0.06% | 148 |
|
|
2023
Q2 | $221K | Buy |
+580
| New | +$221K | 0.06% | 156 |
|