MWM
Mascoma Wealth Management’s Watsco WSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.3K | Hold |
175
| – | – | 0.02% | 154 |
|
|
2025
Q1 | $89K | Sell |
175
-30
| -15% | -$15.2K | 0.02% | 144 |
|
|
2024
Q4 | $97.1K | Hold |
205
| – | – | 0.02% | 143 |
|
|
2024
Q3 | $101K | Sell |
205
-5
| -2% | -$2.46K | 0.03% | 137 |
|
|
2024
Q2 | $97.3K | Buy |
+210
| New | +$97.3K | 0.03% | 143 |
|