Modern Wealth 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 | $346K | Buy |
783
+39
| +5% | +$17.2K | 0.01% | 562 |
|
|
2025
Q1 | $378K | Buy |
744
+107
| +17% | +$54.4K | 0.01% | 471 |
|
|
2024
Q4 | $302K | Buy |
637
+9
| +1% | +$4.26K | 0.01% | 454 |
|
|
2024
Q3 | $309K | Buy |
628
+1
| +0.2% | +$492 | 0.02% | 338 |
|
|
2024
Q2 | $291K | Buy |
+627
| New | +$291K | 0.02% | 316 |
|