LRI Investments’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $128K | Hold |
290
| – | – | 0.01% | 378 |
|
|
2025
Q1 | $148K | Sell |
290
-182
| -39% | -$92.6K | 0.01% | 322 |
|
|
2024
Q4 | $224K | Hold |
472
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $248K | Sell |
472
-35
| -7% | -$18.4K | 0.02% | 229 |
|
|
2024
Q2 | $235K | Buy |
507
+491
| +3,069% | +$227K | 0.03% | 220 |
|
|
2024
Q1 | $6.91K | Buy |
+16
| New | +$6.91K | ﹤0.01% | 568 |
|